July Business Services · 19 hours ago
Internal Sales Specialist
United States
Full-time
Remote
Entry Level
1+ years expJuly Business Services (JULY) is seeking an Internal Sales Specialist to leverage retirement plan knowledge and sales skills. The role involves building relationships with advisors, managing sales pipelines, and preparing retirement plan proposals.
ConsultingFinancial ServicesInformation Technology
Hiring Manager
Pam Pryor
Responsibilities
Respond to inbound calls and build relationships with advisors and strategic partners
Collaborate with the external sales consultant in your territory
Distribute advisor leads to external sales team members
Organize and update investment advisor contact profiles in JULY’s Client Relationship Management Software
Respond to a wide variety of inquiries, including plan design, industry trends, and regulatory requirements
Learn and understand JULY’s business model, strengths, product offerings, and fees
Work with JULY regional sales directors, advisors, and prospective clients to build proposals and plan illustrations
Prepare retirement plan proposals and plan design options for our sales team and their prospective clients
Assist advisors in developing higher levels of product knowledge and sale strategies
Identify team goals and evaluate personal progress
Lead by example, exhibiting JULY’s values in communication and collaboration
Partner with sales support teams as needed
Become a subject matter expert for all JULY products and services
Qualification
Required
1+ years retirement plan industry experience
Bachelor's Degree or appropriate work experience
Retirement Plan Certifications (QKA, QPFC, etc.) or ability to obtain within 24 months
Solid understanding of retirement plan administration and recordkeeping
Strong computer skills including MS Office suite: Outlook, Word, Excel, PowerPoint, and Teams
Professional and concise verbal, non-verbal, and written communication skills
Driven personality with the ambition to compete with annual goals, year after year
Service focused attitude thriving on accountability, credibility, and trustworthiness
Builder of collaborative rapport with stellar interpersonal and relationship management skills
Positive influencer of change, innovation, and problem solving
Willingness to travel 5%
Preferred
Driven to see projects and tasks through to completion
Professional maturity
Strong time management skills
Strong organizational skills
A good sense of humor with both self and audience awareness
Positive attitude
Benefits
401(k) Plan with fully vested 5% employer match
Company pays 100% of employee health insurance
Generous paid time off package
Ability to work remotely
Company
July Business Services
July Business Services is a provider of financial services across Texas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Humphrey
President and CEO
Sheri Baker
Partner, Chief Financial Officer
Recent News
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