Job Description
July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Heartland territory (Greater Metro Chicago). The RSD is the field-facing relationship builder and plan design specialist responsible for generating new retirement plan sales through financial advisors within a defined geographic territory. 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 Senior Vice President of Sales.
Job Responsibilities
- Strengthen JULY’s brand and sales in the territory by proactively building and managing relationships with retirement plan advisors and key partners
- Prioritize in-person meetings and engagements over virtual interactions to strengthen advisor relationships and foster deeper trust and collaboration
- Focus efforts primarily within the core “backyard” territory to build strong local relationships, followed by strategic expansion into the two nearest major metropolitan areas; maintain a responsive, opportunity-driven approach in outlying regions of the territory
- Communicate with advisors and sponsors to understand needs, develop solutions and strengthen relationships by serving as the plan design and technical expert in sales conversations
- Partner closely with the Internal Sales Specialist for pipeline management, client consultations, and client paperwork
- Partner with JULY’s Channel Sales team to build and deepen advisor relationships within priority channels, ensuring strong follow-up and visibility on channel-generated opportunities
- Participate in various marketing initiatives, including presentations at local, regional and virtual events
- This role requires travel up to 20–30% of the time for client meetings and company events. Travel will include regular local trips by vehicle within the core “backyard” territory, as well as occasional strategic travel by air for key client engagements or corporate initiatives
- Meet or exceed an initial annual sales target of $350,000 – $400,000 in new business revenue (first year sales) and over 2 to 3 years increase sales in the region to $525,000 and $625,000.
- Track and manage sales pipeline and sales activity
Qualifications / Experience
- 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
- Proven ability to foster relationships, with exceptional interpersonal and relationship management skills
- Self-starting, resourceful, solution seeker who works well independently
- Accountable, credible, trustworthy, people-oriented, and a team player with a positive attitude
- Experience in an open-architecture 401(k) sales a plus
- Bachelor’s Degree and QPFC, QKA or equivalent designation (or willingness to attain within 18 months)
Our Values
Our company culture is centered on building a winning culture where the pursuit of excellence is encouraged in of our work. We are committed to delivering WOW service to clients while fostering strong, meaningful relationships both internally and externally. Guided by a servant’s heart, we strive to support one another and our clients, always driving innovation to transform small business retirement plans. By living these values, we fulfill our mission of advancing retirement solutions through expertise and service, and work toward 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 PTO Package
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