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Mercer Advisors logo
Mercer Advisors

A family office for your family.

Regional Vice President – Channel

Vice PresidentVice PresidentOtherRemoteLeadTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

Texas

Posted

110 days ago

Salary

$119K - $140K / year

Seniority

Lead

Bachelor Degree5 yrs expEnglish

Job Description

Regional Vice President – Channel

Mercer Advisors

• 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

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