JULY Welcomes Brian Kearney as Newest Regional Sales Consultant for Retirement Plans

Share Article

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

July Business Services (JULY), a leading national retirement plan provider, is pleased to welcome Brian Kearney as the company’s Northeast Regional Sales Consultant. Kearney 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, prospecting, and sales support.

Kearney draws on more than 16 years of experience working with advisors, third party administrators, plan sponsors and various industry-related partners while with The Entrust Group, Daily Access Corporation, Columbia Management and Putnam Investments.

“Brian enjoys the challenge of helping advisors, TPAs and plan sponsors best meet their unique and sometimes complex needs related to retirement plans. His experience and technical expertise regarding open architecture recordkeeping position him to be a valuable, consultative resource for our clients.” – Blake Willis, JULY’s CCO and Head of Sales.

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. Kearney will be responsible for working with advisors and other JULY relationship partners in the Northeast Region and will be based in Boston, Massachusetts. See JULY’s national sales map, http://www.julyservices.com/pdfs/July_Regional_Sales_Map.pdf, for more details.

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 http://www.julyservices.com.

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