• Convert active leads into sales and solicit participation for compensation and benefit surveys • Respond to inbound calls, emails, and chat inquiries, which may require deviation from standard screens, scripts, and procedures • Conduct needs-based assessments to identify the right products and/or solutions for clients and prospects • Leverage internal connections and resources to provide answers and resolve client issues • Process client and product order information • Demonstrate Mercer proprietary systems to end-users (clients)

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description At Meron Financial Agency, we believe you can have both: financial success and a life you love. We’re not just building careers—we’re building leaders, entrepreneurs, and legacies. - No cold calling; connect only with people who have asked for help protecting their families. Qualifications - Driven, coachable individuals who want to make a real impact - Must live in the U.S. - Must be a U.S. citizen or legal/permanent resident Requirements - Commission-Only with uncapped earning potential Benefits - No chasing, no begging for leads - Ownership Pathway to build your own agency - Hands-On Mentorship from top leaders - Cutting-Edge Tech & Training to work smarter, not harder - Incentive Trips & Recognition - Performance bonuses and capital opportunities - True work-life balance—design your schedule, your way - Passive income and long-term wealth-building options - A culture where people come first Company Description Whether you’re brand new to the industry or a seasoned pro, we’ll give you the mentorship, tools, and proven system to help you grow without limits. - Average new agents earn $800–$1,200 per policy - Part-Time: $50K+ your first year - Full-Time: $80K–$300K+ your first year - Agency Owners: $200K–$500K+ annually in system-driven income

🌿 We’re Hiring: Operations Manager 🌿 📍 Savannah | In-Home ABA Services | Full-Time The Treetop ABA Therapy is growing in Savannah, and we’re looking for an Operations Manager to support our expanding home-based ABA services! This role is perfect for someone who thrives on organization, collaboration, and making a meaningful impact in the lives of children with autism and their families—right in their homes and communities. As the Operations Manager for our in-home division, you’ll be the go-to leader ensuring our field-based services run smoothly and efficiently. You’ll oversee daily operations, manage client and staff scheduling across the region, support behavior technicians in the field, and partner closely with clinical leadership. You’ll also play a key role in building strong relationships with families and fostering community connections throughout the Savannah area. 🧩 What You’ll Be Doing: • Managing day-to-day operations for in-home service delivery • Overseeing client and staff scheduling to ensure consistent, high-quality care • Supporting and onboarding Behavior Technicians working in the field • Partnering with Clinical Leadership to maintain smooth service coordination • Assisting with community outreach and local relationship-building • Serving as a point of contact for families to ensure a positive service experience 🕒 Schedule: Full-time position with flexible hours between 7:30 AM–5:30 PM, based on client and field coverage needs If you love building systems, supporting teams, and making a difference beyond four walls, we’d love to connect with you! 🌿

• Prepare correspondence, reports, and coordinate special projects • Oversee projects, administration of various programs, and processing functions as needed • Drive client facing activity in the practice by scheduling meetings with clients • Update Salesforce with client contact and preference information • Assist Lead Advisors with preparation and follow up for client meetings • Attend client meetings and take notes to ensure all follow-up tasks, meeting notes, and next steps are properly documented and actioned on • Research products, product pricing and contacting carriers for information • Answer basic questions for clients • Fill out necessary forms for opening or maintaining accounts and complete applications to the point of signature for advisors to finalize and approve • Set up and retrieve reports in the portfolio management system • Other responsibilities as assigned by the Lead Advisor