Regional Sales Director

July Business Services; Town of Texas (WI); Remote; USD 80,000 - 120,000; Full time

Job summary

A financial technology company is seeking a Regional Sales Director to enhance relationships with investment advisors and retirement plan clients. The role involves meeting sales targets, collaborating with teams, and utilizing technology for virtual meetings. Ideal candidates should have a strong background in retirement plans and excellent communication skills.

Benefits

401(k) Plan with fully vested 5% employer match

100% company-paid employee health insurance

Generous Paid Time Off Policy

Ability to work remotely

Qualifications

• 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.

Responsibilities

• Meet or exceed annual sales targets in new business revenue.
• Build and manage relationships with advisors and strategic partners.
• Participate in marketing initiatives and presentations.

Skills

Communication

Interpersonal Skills

Sales

Relationship Management

Education

Bachelor’s Degree

Job description

Job Details

Position Type: Full Time

Salary Range: Undisclosed

Job Category: Sales

Description

Regional Sales Director

Summary

July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director. If you enjoy working with investment advisors and small to mid-sized retirement plan clients, have expertise in retirement plan design, and thrive in 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 VP of Sales.

The Gig

• Qualified candidates must reside in Texas, Louisiana, Arkansas, or Oklahoma.
• Strengthen JULY’s brand in the territory by proactively building and managing relationships with advisors, TPAs, and key strategic partners.
• Meet or exceed annual sales targets in new business revenue.
• Communicate with advisors and sponsors to understand needs, develop solutions, and strengthen relationships.
• Work with an Internal Sales Associate to build proposals and plan illustrations.
• Participate in various marketing initiatives, including presentations at local and regional events.
• Work with advisors and clients to complete setup paperwork and coordinate plan setup.
• Utilize technology to meet with investment advisors, third-party administrators, and prospective clients virtually.
• Travel monthly within the territory to build new advisor relationships and meet with key partners.
• Interact with JULY operations team members to promote process improvement.
• Ad-hoc responsibilities as needed.

Our Needs

• 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.
• Ability to build collaborative rapport with stellar interpersonal and relationship management skills.
• Self-starting, resourceful, solution-oriented, and able to work independently.
• A people-focused attitude who thrives on accountability, credibility, and trustworthiness.
• Team player with a positive attitude.

Our Wants

• Experience in an open-architecture environment is a plus.
• Bachelor’s Degree.
• QPFC, QKA, or equivalent designation (or willingness to attain within 18 months).
• Dedicated employee passionate about helping small businesses maximize their retirement plans.

Our Values

• Build a winning culture.
• Pursue excellence.
• Deliver WOW service.
• Foster strong relationships.
• Have a servant’s heart.
• Drive innovation.

We know that living our values will help us 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.

Our Benefits

• 401(k) Plan with fully vested 5% employer match.
• Company pays 100% of employee health insurance.
• Generous Paid Time Off Policy.
• Ability to work remotely.

About JULY

JULY is a growing financial technology retirement plan services company partnering with institutions and financial advisors to design and implement successful retirement strategies. We support over 8,000 small and mid-sized employers with more than 150,000 plan participants, combining innovation, technology, and hands-on service.

With headquarters in Waco, TX, and a thriving virtual workforce, we promote talent development and career growth in a people-centric environment with competitive salaries and benefits. Together, we aim to shape the future of retirement for our team, clients, partners, and plan participants.