• Partnering with Financial Consultants and Branch Managers to build strong relationships • Fostering positive channel partner relationships as ambassador of Mercer Advisors • Growing and cultivating an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication with the express purpose of generating significant referrals • Proactively initiating business development calls and identifying new sales opportunities • Meeting directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management • Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities • Providing insight and information to become a valuable resource and partner • Implementing company policies and procedures • Ensuring adherence to company standards • Performing other duties as assigned