Handshake  Sales Support

 

At JULY, we are committed to the success of advisors. Our experienced Sales Consultants have many years of experience assisting advisors with the retirement plan sales process, including advisors of all experience levels. Call us at 888.333.5859 or click the Sales Map for detailed contact information of the Regional Sales Consultant in your area.

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Customized Sales Support

We support advisors throughout the sales cycle from assisting with prospecting to help with closing the sale. We recognize advisors have different experience levels, and our Sales Consultants will customize the level of support based on advisor needs. Below are some of our sales related services for advisors.

Prospecting

Our Sales Consultants are experts at identifying prospects and helping you create leads. We utilize online tools to search for prospects in your area, help you host educational seminars, and evaluate your current book of business to identify built-in leads.

Proposals

Our fee quotes are transparent, full-disclosed, and easy to understand. We can prepare total cost analysis to help identify hidden fees and custom plan illustrations to show side-by-side plan design comparisons using the client’s actual census data.

Client Meetings

Our Regional Sales Consultants can attend meetings or be available via phone or web-based meetings to help close prospective plans. As experts in retirement plan design, they will present and review fee quotes, total cost analysis, and plan illustrations.

Investment Support

We can provide access and training on investment research tools to perform initial and ongoing due diligence and reporting. We can also provide you access to pre-configured and screened investment lineups from our investment fiduciary partners.