JULY Promotes Sales Leaders with Plans to Expand National Sales Presence

  • Record sales and innovative product development are driving a growing sales team

Waco, Texas, (January 26, 2023) – July Business Services, LLC (“JULY), a leading national provider of 401(k) plan services to small to medium sized employers, recently announced the promotion of two sales leaders as well as plans to expand its sales team by hiring two additional Regional Sales Directors.

Adam Barker, formerly Senior Director of Sales – West, has been promoted to lead the JULY sales team as Senior National Sales Director. In addition to his new sales leadership role, Barker will maintain responsibility for direct sales in a smaller territory.  Barker’s tenure in the industry spans almost 25 years, with 20 years at JULY, during which time he has become an expert in all facets of retirement planning, including helping advisors grow their retirement plan businesses.  

Brian Smith, formerly Senior Director of Sales – East, has been promoted to Senior Institutional Sales Director. In this new role, Smith will work to foster home office relationships with RIA firms, asset managers, and other financial institutions.   Smith will maintain responsibility for direct sales in a smaller territory. Smith’s 20+ years in retirement planning combined with his relationship building skills and knowledge of retirement products will make him an asset to financial institutions seeking to offer modern retirement plan solutions to the marketplace.

“JULY’s unique culture of service and innovation sets us apart and makes JULY a fun and rewarding place to work. I am excited about leading and expanding our national sales presence. We are currently hiring two Regional Sales Directors and are looking forward to what’s to come in our next chapter of growth,” comments Adam Barker.

Both Barker and Smith will continue to report to Blake Willis, JULY’s COO. On the recent promotions and record sales growth Willis says, “JULY has its roots in serving the financial advisor community and these two changes combined with our expanding sales team further our commitment to helping advisors succeed and win in the small and mid-size retirement plan market.”

JULY supports financial advisors with a range of 401(k), cash balance, and other retirement plan designs that optimize savings and tax opportunities, supported by in-house plan consultants and its actuarial team. Advisors and their clients can also leverage ERISA 3(38) investment fiduciary services delivered by JULY’s subsidiary, Expand Financial. To learn more about career openings at JULY, please visit https://www.julyservices.com/your-july-team/careers/.

    • About JULY:

    JULY offers a modern suite of retirement plan solutions aimed at putting workplace plans within the reach of millions of small businesses. JULY’s proprietary technology solutions streamline, automate, and simplify all facets of retirement plan setup and operation while its high-touch service model elevates the experience of employers, their employees, and their financial advisors. Today, JULY serves more than 6,000 401(k), cash balance, defined benefit, and other retirement plans across the country and provides expert white label and back-office support for other organizations. Please visit us at www.julyservices.com.

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