Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.
Job Summary:
The Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquires, and conducting sales activities directly with prospects. This position works within a team of Associate Advisor Guides and work closely with Regional Vice Presidents (RVPs) to drive company revenue growth initiatives, specifically by growing the company’s client base.
Essential Job Functions will include:
- Identify, qualify, and develop quality sales opportunities while meeting established metrics.
- Handle lead generation programs, call campaigns and strategies to acquire new clients.
- Engage clients through inbound calls and follow-up outbound calls, email, and other approved media.
- Utilize established scripts along with telephone/email protocols for accurate recordkeeping within identified CRM.
- Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.
- Work cohesively and participate in an open-communication environment within a busy team of internal sales professionals.
- Excellent organizational skills with the ability to multi-task in a fast-paced work environment with the ability to achieve targets.
- Ensure exceptional service and satisfaction.
- Other duties or tasks as assigned by management.
Required Knowledge, Skills, and Abilities:
- High school diploma required; Bachelor's degree highly preferred from an accredited institution. Degree in Business, Economics, Accounting or Finance related helpful.
- Prior Financial Services industry experience preferred; inside sales, relationship management, or client service experience is helpful to be successful in this role.
- Excellent verbal and written communication skills with the ability to influence and motivate.
- Experience working with Salesforce, MS Word, Excel, PowerPoint and Outlook.
- Experience working with high-level, busy professionals.
- Must be highly flexible and confidential with all matters.
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. Position may require flexibility with scheduling and weekend hours may be required. Further, at times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Since this role is classified as a non-exempt position, you are required to record your time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
