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 Regional Sales Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best Client Experience during the initial New Client On-Boarding process. The Regional Sales Associate also works as a partner to the Regional Vice Presidents (RVPs), with various responsibilities in Mercer Advisors’ sales efforts, including strengthening relationships with channel partners, identifying opportunities, and helping to drive leads to close.
Essential Job Functions for the Regional Sales Associate will include:
- Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention.
- Ensuring follow-up and seamless handoffs from RVPs to Wealth Management Teams creating a solid onboarding experience
- Driving sales momentum by proactively initiating and following-up on opportunities with channel partners to drive business results and engage in proactive conversations.
- Participating in prospect meetings, managing follow-up with prospects
- Playing an integral role in closing of prospects using exceptional client service skills
- Managing prospecting activity process including Client Questionnaire (s) and communications with Financial Consultants
- Traveling to branch offices and events to proactively build and maintain ongoing engagement with channel partner branches as well as to support the RVPs with prospecting and meeting activities
- Building and maintaining a strong network by proactively managing ongoing engagement with channel partner branches and prospects
- Working closely with RVPs on various projects including coordinating events, reviewing financial data, and preparing reports
- Fostering positive relationships with internal and external business partners as an ambassador of Mercer Advisors
- Ensuring adherence to company standards
- Other duties as needed
Required Knowledge, Skills and Abilities:
- Bachelor’s degree required
- Prior financial services or related administrative support experience
- Sales experience highly preferred.
- Series 65 or combination of Series 7 and 66 license preferred; will be required to obtain the Series within first 6 months of employment
- Understanding of the financial services industry
- Strong analytical, organizational and presentation skills
- Exceptional verbal and written communication skills
- Experience working with high-level, busy professionals
- Must work well in a team environment and present a positive and professional demeanor
- Self-starter, active contributor and ability to listen to and deliver on client’s needs and expectations
- Must be highly flexible and confidential with all matters
- Ability to occasionally travel (to both channel partner offices and prospects’ )
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.
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.
