JULY Welcomes Scott Smith as Newest Regional Sales Consultant for Retirement Plans

Share Article

Smith brings 16 years of retirement industry experience to JULY’s advisors, TPAs and plan sponsors in the Midwest.

July Business Services, a leading national retirement plan provider, is pleased to welcome Scott Smith as the company’s Midwest Regional Sales Consultant. Smith joins a growing team of regional business development leaders that provide expert support to financial advisors and TPA partners on all facets of the sales process, including retirement plan design, proposals, and sales support.

Smith draws on more than 16 years of experience working with advisors, third party administrators and plan sponsors while with MassMutual Financial Group and Fidelity Investments.

“We are thrilled to add Scott to our team of experienced Regional Sales Consultants.” said Blake Willis, JULY’s CCO and Head of Sales. “Scott’s passion for helping advisors and TPAs build their businesses while ensuring plan sponsors receive the highest level of service and a plan that best meets their unique needs makes him a great fit for our team. Scott’s preference and knowledge of open architecture recordkeeping positions him as a great asset to advisors, TPAs and plan sponsors alike.”

JULY’s Regional Sales Consultants provide expert field support for retirement plan-focused financial advisors and third party administrators. They organize and host educational events, coordinate plan design illustrations, prepare and present proposals, and are speakers on topics relevant to industry professionals. Smith will be responsible for working with advisors and other JULY relationship partners in the Midwest Region and will be based in Cleveland, Ohio.

About JULY:
July Business Services is a leading retirement plan provider that helps financial advisors and third party administrators deliver successful retirement plan strategies through its fully independent, open-architecture retirement plan platform. JULY brings unbiased, expert knowledge to all facets of the retirement plan process including customized plan design, leading technology, and hands-on implementation and management of the plan. JULY supports clients with an expansive, conflict-free investment platform, including Exchange Traded Funds (ETFs), collective trusts, professionally managed portfolios, and mutual funds. For more information about JULY, visit our website.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Leslie Smith
July Business Services
+1 254-296-4015 Ext: 147
Email >

Blake Willis
Visit website