Featured Jobs

Plan Document Specialist

Aimpoint Pension
(Pompano Beach FL / Telecommute)
Defined Contribution Plan Administrator

The MandMarblestone Group, llc
(Philadelphia PA / Telecommute)
Retirement Plan Administration Consultant

TSC
(Edina MN / Telecommute)
Sales - 401(k) / DB Administration

Farmer & Betts, Inc.
(Tacoma WA / AL / FL / GA / IA / IL / IN / MD / MN / MO / NC / OH / OK / PA / TN / TX / VA / WI)
Senior Pension Consultant

The Ryding Company
(Westlake Village CA)
Retirement Plan Administration Manager

FranFund
(Fort Worth TX)
ESOP Administrator

Blue Ridge ESOP Associates
(Charlottesville VA / Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

View All Jobs, Sorted by Date


Regional Sales Associate

July Business Services

in CA / OR / WA

July Business Services

General Description

July Business Services (JULY) is seeking a person to join our sales team in our West Coast Region.  This is an opportunity to join a growing firm with expanding sales channels, strong core values, and an entrepreneurial spirit.  The person in this role will report to an experienced Regional Sales Director (RSD) to prospect for new advisor relationships and grow sales in their region.  They will learn the duties of an RSD and have the opportunity to promote to an RSD while building relationships in their future territory.  

Specific Objectives

  • Support your RSD in meeting the regional sales goal of $250K to $350K (70 to 100 new plans).
  • Meet a smaller, individual sales goal of $50K to $70K (10 to 20 new plans) by proactively developing advisor relationships in your assigned part of the region.  

Duties

  • Communicate with advisors to understand needs and create solutions.
  • Build proposals and plan illustrations for prospective clients.
  • Lead advisors and prospective clients through the post-sales setup paperwork process.
  • Travel in your own part of the territory on a periodic basis (2-4 days per month).
  • Respond to a wide variety of inquiries, including plan design, industry trends, and legislative/regulatory requirements.
  • Communicate JULY’s business model, value propositions, products, processes, and fees.
  • Interact with JULY operations team members to promote process improvement. 

Experience / Credentials

  • Ideal candidate has experience as a Client Service Manager or working as an Inside Sales Representative for a TPA or Recordkeeper.
  • Knowledge of retirement plan services, including plan design and investments.
  • QPFC, QKA or equivalent designation a plus or willingness to attain within 18 months.
  • 3 or more years in retirement plan administration, service, or inside sales.
  • Experience working with open-architecture retirement platforms a plus.
  • Experience working with fee-based RIAs and retirement plan advisors.
  • Bachelor’s Degree.

How to Apply

Apply online using this link:  https://easyapply.co/a/57a1c0ca-9d6e-4a7b-8104-4d1862e65aeb


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2020 BenefitsLink.com, Inc.