Summary…

July Business Services (JULY) is seeking an individual for Internal Sales Manager. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and sales skills to work alongside a team of other retirement plan professionals. The ideal candidate for this position is a person that has experience in plan design, proactive advisor prospecting, sales pipeline management, and post-sales paperwork processes.

The Gig…

• Provide training, coaching, motivation, and leadership development to the internal sales consultants
• Be a resourceful point of escalation for teammates with complex situations
• Conduct a monthly team meeting and bi-weekly one-on-one meetings with internal sales consultants
• Identify team goals and evaluate team progress
• Actively participate in interviewing, selecting, and training new sales team members
• Monitor and ensure team is meeting key performance indicators (KPIs) monthly
• Lead by example, exhibiting JULY’s values in communication and collaboration
• Evaluate current team processes, identifying gaps, and make recommendations to VP of Sales to provide efficiencies and consistent methodologies across the team
• Support and lead a culture of proactive, metrics driven sales strategy
• Partner with DataPath sales support team as provide training as needed
• Be the internal and external subject matter expert for all JULY products and services

Our Needs…

• 10+ years retirement plan industry experience
• Bachelor’s Degree with QKA, QPFC, or equivalent credential
• 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 20%

Our Wants…

• Sales leadership experience
• Professional maturity and managerial courage
• Dedicated leader who finds enjoyment in teammate success and growth
• A good sense of humor with both self and audience awareness
• A leader that will foster strong teamwork and a positive culture

Our Values…

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

We know that if we live our values, we will 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 package
• Ability to work remotely

About JULY…

JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 8,500+ small and mid-sized employers, representing 250,000+ plan participants.

In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, values driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.