Mercer Advisors
Advisor Guide
Remote, USA
Sponsorship not specified$19k-$22kDetected 9 days ago
ComplianceSalesforceSalesLead GenerationOutbound SalesAccountingExcelCommunicationMicrosoft Office
About the role
- The Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquires, and conducting sales activities directly with prospects.
- Essential Job Functions for the Associate Advisor Guide will include:
- Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media.
Responsibilities
- The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities.
Requirements
- Exhibit a high degree of energy.
- Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.
- Required Knowledge, Skills and Abilities:
- For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
Nice to have
- Financial services industry experience preferred
- inside sales, relationship management, or client service experience preferred.
Skills
- High school diploma required.
- Bachelor's degree highly preferred.
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related).
- Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred.
- Weekend availability preferred.
- Excellent communication skills (verbal and written) with the ability to influence and motivate.
- Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook.
- Experience working with high-level, busy professionals.
- Must be highly flexible and confidential with all matters.
Compensation
- Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
- This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
- Base Pay Range
Benefits
- 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
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- 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.
Company info
- We offer the following:
- We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Equal opportunity
- equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
- This inbox is for accommodation requests only.
Apply directly at Mercer Advisors →Create a free account for alerts like thisView Mercer Advisors immigration profile
This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.