Regional Sales Director

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

🤑 Sales

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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July Business Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1994

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

July Business Services is a provider of employer-focused retirement plan solutions that helps businesses start and run 401(k) plans. The company offers plan administration and fiduciary services, payroll integration, enrollment and personalized employee experiences, and online tools like calculators, tax credit estimators, and educational webinars. It serves employers, advisors, TPAs and employees and is affiliated with an SEC-registered investment advisor to support retirement plan management and compliance.

📋 Description

• Generate new retirement plan sales through financial advisors within a defined geographic territory • Strengthen JULY’s brand and sales in the territory by building and managing relationships with retirement plan advisors and key partners • Prioritize in-person meetings and engagements over virtual interactions • Focus primarily on the core “backyard” territory, then strategically expand into the two nearest major metropolitan areas • Communicate with advisors and sponsors to understand needs, develop solutions, and serve as the plan design and technical expert in sales conversations • Partner with the Internal Sales Specialist on pipeline management, client consultations, and client paperwork • Partner with JULY’s Channel Sales team to deepen advisor relationships and follow up on channel-generated opportunities • Participate in marketing initiatives, including presentations at local, regional, and virtual events • Travel for client meetings and company events, including local vehicle trips and occasional air travel • Meet or exceed an initial annual sales target of $350,000–$400,000 in first-year new business revenue • Increase regional sales over 2 to 3 years to $550,000–$650,000 • Track and manage the sales pipeline and sales activity • Report to JULY’s Senior Vice President of Sales

🎯 Requirements

• At least 3 years in retirement plan sales • Expert-level knowledge of the retirement plan industry • 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 • Experience in open-architecture 401(k) sales is a plus • Bachelor’s Degree and QPFC, QKA or equivalent designation, or willingness to attain within 18 months • Willingness to travel up to 20–30% of the time • Ability to work primarily within a defined geographic territory

🏖️ Benefits

• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Generous Paid Time Off • Ability to work remotely • Competitive salaries and benefits • Family-friendly culture • Opportunities to grow and develop professional talents