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Regional Sales Director
3 months ago
July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director in the West. This territory includes California, Hawaii, Utah, and Nevada. If you enjoy working with investment advisors and small and mid-sized retirement plan clients, have expertise in retirement plan design, and like a competitive environment building out a sales territory, this may be a good fit for you. The person in this role will report to JULY’s National Sales Director.
The Gig
Qualified candidates must reside in California
Strengthen JULY’s brand in the territory by pro-actively building and managing relationships with advisors, TPAs, and key strategic partners
Meet or exceed annual sales targets in new business revenue
Communicate with advisors and sponsors to understand needs, develop solutions and strengthen relationships
Work with an Internal Sales Associate to build proposals and plan illustrations
Participate in various marketing initiatives, including presentations at local and regional events
Work with advisors and clients to complete setup paperwork and coordinate plan setup
Utilize technology to meet with investment advisors, third party administrators, and prospective clients virtually
Travel monthly in the territory to build new advisor relationships and to meet with key partners
Interact with JULY operations team members to promote process improvement
Ad-hoc responsibilities as needed
Our Needs
Expert-level knowledge of the retirement plan industry with at least 3 years in retirement plan sales
Understanding of retirement plan design, retirement products, and investments
Professional and concise verbal, non-verbal, and written communication skills
Builder of collaborative rapport with stellar interpersonal and relationship management skills
Self-starting, resourceful, solution seeker who works well independently
Can do, people focused attitude who thrives on accountability, credibility, and trustworthiness
Team player with a positive attitude
Our Wants
Experience in an open-architecture environment a plus
Bachelor’s Degree
QPFC, QKA or equivalent designation (or willingness to attain within 18 months)
Dedicated employee who is passionate about helping small businesses maximize their retirement plans
Our Values
Build a winning culture
Deliver WOW service
Foster strong relationships
Have a servant’s heart
Drive innovation
We know that if we live our values, we will
serve our mission
of transforming small business retirement plans through innovation, expertise, and service and
achieve our vision
of enriching lives by shaping the future of retirement.
401(k) Plan with fully vested 5% employer match
Company pays 100% of employee health insurance
Four weeks of Paid Time Off
Ability to work remotely
About JULY
JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.
In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.
July Business Services (JULY) is seeking an individual for Client Service Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals.
July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals.
July Business Services (JULY) views the Senior G/L Accountant as a key to the firm’s Finance & Accounting (F&A) function.
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