Mercer Advisors
A family office for your family.
Regional Vice President – Channel
Location
Texas
Posted
1 day ago
Salary
$119K - $140K / year
Bachelor Degree5 yrs expEnglish
Job Description
• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth
Job Requirements
- Bachelor’s degree preferred or equivalent experience.
- 5+ years of successful sales experience in financial services
- Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).
- CFP® (Certified Financial Planning) designation preferred.
- Experience using CRM systems (Salesforce preferred) and managing sales pipelines
- Experience building relationships with and understanding the needs of potential clients
- Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
- Deep understanding of financial services industry and investment management
- Passion for helping clients achieve their financial goals
- Proven time management and organizational skills in high-volume, high-energy environments
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
