[Hiring] Regional Vice President, DTC @Mercer Advisors

Role Description

The Regional Vice President I will support the sales team in building relationships with prospective clients and helping them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.

• Support the fast-growing, dynamic sales team
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
• Assist in identifying and qualifying potential clients to ensure they are a good fit for Mercer Advisors
• Engage with potential clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
• Actively participate in your own growth, soliciting and incorporating feedback into your conversations with potential clients and participating in team trainings or activities

Qualifications

• Bachelor’s degree preferred or equivalent experience
• 3+ years of successful sales experience in financial services
• Series 65 or Series 66 license – 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)
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines
• Excellent communication, presentation, listening and analytical skills
• 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

Requirements

• This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
• All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

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