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(Remote)
July Business Services (JULY) is seeking an individual for Internal Sales Associate. 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.
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.
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 8,500+ small and mid-sized employers, representing 250,000+ plan participants.
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.
A Verified Employer
July Business Services has trusted BenefitsLink to help reach qualified candidates for this opening.