Regional Sales Director (West)


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
  • 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.


  • 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.

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