Regional Retirement Plan Sales Leader

July Business Services; United States; Presencial; USD 350 000 - 650 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) Employer match

Health insurance fully paid

Resumo da oferta

July Business Services is seeking a Regional Sales Director to join the growing sales team across multiple metropolitan areas in the United States. The role focuses on generating new retirement plan sales through financial advisors within a defined geographic territory.

The RSD will strengthen relationships with retirement plan advisors, drive plan design discussions, and collaborate with internal and channel sales teams.

Qualificações

• 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.
• Proven ability to foster relationships, with exceptional interpersonal and relationship management skills.
• Self-starting, resourceful, solution seeker who works well independently.
• Accountable, credible, trustworthy, people-oriented, and a team player with a positive attitude.

Responsabilidades

• Strengthen JULY's brand and sales in the territory by proactively building and managing relationships with retirement plan advisors and key partners.
• Prioritize in-person meetings and engagements to strengthen advisor relationships and foster trust.
• Expand within the core "backyard" territory and strategically into the two nearest major metro areas.
• Communicate with advisors to understand needs, develop solutions and serve as the plan design and technical expert in sales conversations.
• Partner with Internal Sales Specialist for pipeline management, client consultations and paperwork.
• Collaborate with Channel Sales to deepen advisor relationships and follow-up on channel-generated opportunities.
• Participate in local, regional, and virtual marketing events.
• Travel up to 20-30% for client meetings and events, including local and occasional air travel.
• Meet or exceed initial annual sales target of $350k-$400k in new business revenue and grow to $550k-$650k over 2-3 years.
• Track and manage sales pipeline and activity.

Conhecimentos

Retirement plan expertise

Relationship management

Communication skills

Formação académica

Bachelor's Degree and QPFC, QKA or equivalent designation

Descrição da oferta de emprego

July Business Services is seeking a Regional Sales Director to join the growing sales team across multiple metropolitan areas in the United States. The role focuses on generating new retirement plan sales through financial advisors within a defined geographic territory.

The RSD will strengthen relationships with retirement plan advisors, drive plan design discussions, and collaborate with internal and channel sales teams.