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July Business Services · 15 hours ago

Regional Sales Director-Mid Atlantic

DC-Baltimore Area

Full-time

Onsite

Mid Level

$350K/yr - $625K/yr

3+ years exp

July Business Services (JULY) is seeking an individual to join our growing sales team as a Regional Sales Director (RSD) in the Mid Atlantic territory. The RSD is responsible for generating new retirement plan sales through financial advisors and building relationships within a defined geographic territory.

ConsultingFinancial ServicesInformation Technology

Hiring Manager

Pam Pryor

Responsibilities

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 over virtual interactions to strengthen advisor relationships and foster deeper trust and collaboration

Focus efforts primarily within the core “backyard” territory to build strong local relationships, followed by strategic expansion into the two nearest major metropolitan areas; maintain a responsive, opportunity-driven approach in outlying regions of the territory

Communicate with advisors and sponsors to understand needs, develop solutions and strengthen relationships by serving as the plan design and technical expert in sales conversations

Partner closely with the Internal Sales Specialist for pipeline management, client consultations, and client paperwork

Partner with JULY’s Channel Sales team to build and deepen advisor relationships within priority channels, ensuring strong follow-up and visibility on channel-generated opportunities

Participate in various marketing initiatives, including presentations at local, regional and virtual events

This role requires travel up to 20–30% of the time for client meetings and company events. Travel will include regular local trips by vehicle within the core “backyard” territory, as well as occasional strategic travel by air for key client engagements or corporate initiatives

Meet or exceed an initial annual sales target of $350,000 - $400,000 in new business revenue (first year sales) and over 2 to 3 years increase sales in the region to $525,000 and $625,000

Track and manage sales pipeline and sales activity

Qualification

Retirement plan salesRetirement plan designSales pipeline managementInterpersonal skillsCommunication skillsBachelor's DegreeQPFC certificationTeam playerSelf-starter