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.
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.
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.
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
Experience working with open-architecture retirement platforms a plus.
Experience working with fee-based RIAs and retirement plan advisors.