Regional Sales Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Acquire new retirement plan sales through financial advisors in a specified geographic area.

• Enhance JULY’s brand presence and sales within the territory by cultivating and managing relationships with retirement plan advisors and essential partners.

• Emphasize face-to-face meetings and interactions rather than virtual engagements.

• Concentrate initially on the core “backyard” territory, then strategically expand into the two closest major metropolitan areas.

• Engage with advisors and sponsors to identify their needs, create solutions, and act as the plan design and technical authority during sales discussions.

• Collaborate with the Internal Sales Specialist on managing the sales pipeline, conducting client consultations, and completing client documentation.

• Work alongside JULY’s Channel Sales team to strengthen advisor relationships and follow up on opportunities generated through the channel.

• Take part in marketing efforts, including presentations at local, regional, and virtual events.

• Travel for client meetings and company functions, which may involve local vehicle trips and occasional air travel.

• Achieve or surpass an initial annual sales target of $350,000–$400,000 in first-year new business revenue.

• Grow regional sales over a period of 2 to 3 years to a target of $550,000–$650,000.

• Monitor and manage the sales pipeline and sales activities.

• Report directly to JULY’s Senior Vice President of Sales.

⛳️ Requirements

• Minimum of 3 years’ experience in retirement plan sales.

• In-depth expertise in the retirement plan industry.

• Knowledge of retirement plan design, retirement products, and investments.

• Strong verbal, non-verbal, and written communication skills that are professional and concise.

• Demonstrated ability to build relationships, with outstanding interpersonal and relationship management skills.

• Self-motivated, resourceful, and solution-oriented individual who excels when working independently.

• Reliable, credible, trustworthy, people-centric, and a team player with a positive mindset.

• Experience in open-architecture 401(k) sales is advantageous.

• Bachelor’s Degree and QPFC, QKA, or equivalent designation, or a commitment to obtain within 18 months.

• Willingness to travel 20–30% of the time.

• Ability to operate primarily within a designated geographic area.

🏝️ Benefits

• 401(k) Plan featuring a fully vested 5% employer match.

• Company covers 100% of employee health insurance costs.

• Generous Paid Time Off policy.

• Flexible remote work options.

• Competitive salaries and comprehensive benefits.

• Family-oriented workplace culture.

• Opportunities for personal and professional growth.