Regional Sales Director

General Description

July Business Services (JULY) is seeking a person to join our sales team as Regional Sales Director.  This is an opportunity to join a growing firm with national sales channels, strong core values, and an entrepreneurial spirit.  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 assigned sales territory would include a 5-10 state region depending on the location of the candidate.

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.  JULY provides high quality retirement plan services to over 6,100 small and mid-sized employers, representing more than 120,000 plan participants. 

Our firm is headquartered in Waco, Texas, and in addition to our home office location, we support a thriving virtual workforce with a strong company culture where employees can grow and develop their professional talents.  We have an entrepreneurial and employee-friendly culture and emphasize core values of wow! service, having a servant’s heart, and innovation.   We offer competitive salaries and benefits and a family-friendly culture. 

Objectives

  • Strengthen JULY’s brand in the territory by pro-actively building and managing relationships with investment advisors, third party administrators, and key strategic partners.
  • Meet or exceed an annual sales target of $250,000 to $350,000 in new business revenue (60 to 90 new clients).

Duties

  • Communicate with advisors to understand needs and develop solutions.
  • Work with an Internal Sales Associate to build proposals and plan illustrations.
  • Participate in various marketing initiatives, including presentations at local and regional events.
  • Provide limited support to plan sponsor clients with a goal of strengthening relationships with advisors.
  • Work with advisors and clients to complete setup paperwork and coordinate plan setup.
  • Use Zoom and Teams to meet with investment advisors, third party administrators, and prospective clients.
  • Travel in the territory on a periodic basis to help support key relationships.
  • Interact with JULY operations team members to promote process improvement.

Experience / Credentials

  • Expert-level knowledge of the retirement plan industry
  • Understanding of retirement plan design, retirement products, and investments
  • QPFC, QKA or equivalent designation or willingness to attain within 18 months
  • 3 or more years in retirement plan sales
  • Experience in an open-architecture environment a plus
  • Experience working with fee-based RIAs and expert retirement plan advisors a plus
  • Bachelor’s Degree

Benefits

  • 401(k) Plan with fully vested 5% employer match
  • Company pays 100% of employee health insurance
  • Three weeks of Paid Time Off

To Apply

Email your resume to employment@julyservices.com

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