A family office for your family.
Advisor
Location
United States
Posted
19 hours ago
Salary
$19 - $22 / hour
Seniority
Senior
Job Description
Advisor
Mercer Advisors
• The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities. • Handle lead generation programs, call campaigns and strategies to acquire new clients. • Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media. • Exhibit a high degree of energy. • Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability. • Ensure exceptional service and satisfaction. • Participate in an open-communication environment within a busy team. • Other duties or tasks as assigned by management.
Job Requirements
- High school diploma required.
- Bachelor's degree highly preferred.
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related).
- Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred.
- Weekend availability preferred.
- Excellent communication skills (verbal and written) with the ability to influence and motivate.
- Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook.
- Experience working with high-level, busy professionals.
- Must be highly flexible and confidential with all matters.
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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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