Job Description
July Business Services (JULY) is seeking an individual for Internal Sales Specialist. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and sales skills to work alongside a team of other retirement plan professionals. The ideal candidate for this position is a person that has experience in plan design, proactive advisor prospecting, sales pipeline management, and post-sales paperwork processes.
The Gig
- Respond to inbound calls and build relationships with advisors and strategic partners
- Collaborate with the external sales consultant in your territory
- Distribute advisor leads to external sales team members
- Organize and update investment advisor contact profiles in JULY’s Client Relationship Management Software
- Respond to a wide variety of inquiries, including plan design, industry trends, and regulatory requirements
- Learn and understand JULY’s business model, strengths, product offerings, and fees
- Work with JULY regional sales directors, advisors, and prospective clients to build proposals and plan illustrations
- Prepare retirement plan proposals and plan design options for our sales team and their prospective clients
- Assist advisors in developing higher levels of product knowledge and sale strategies
- Identify team goals and evaluate personal progress
- Lead by example, exhibiting JULY’s values in communication and collaboration
- Partner with sales support teams as needed
- Become a subject matter expert for all JULY products and services
Our Needs
- 1+ years retirement plan industry experience
- Bachelor’s Degree or appropriate work experience
- Retirement Plan Certifications (QKA, QPFC, etc.) or ability to obtain within 24 months
- Solid understanding of retirement plan administration and recordkeeping
- Strong computer skills including MS Office suite: Outlook, Word, Excel, PowerPoint, and Teams
- Professional and concise verbal, non-verbal, and written communication skills
- Driven personality with the ambition to compete with annual goals, year after year
- Service focused attitude thriving on accountability, credibility, and trustworthiness
- Builder of collaborative rapport with stellar interpersonal and relationship management skills
- Positive influencer of change, innovation, and problem solving
- Willingness to travel 5%
Our Wants
- Willingness and commitment to career growth
- Driven to see projects and tasks through to completion
- Professional maturity
- Strong time management skills
- Strong organizational skills
- A good sense of humor with both self and audience awareness
- Positive attitude
Our Values
- Build a winning culture
- Pursue excellence
- 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.
Our Benefits
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous paid time off package
- 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.
In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, values 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.
