Mercer Advisors

Regional Vice President, Channel (Houston, TX)

Houston · Exec

Sponsorship not specified$119k-$140kDetected 37 days ago

ComplianceSalesforceCRMSalesPipeline ManagementExcelHRISTime ManagementOrganizational SkillsMicrosoft OfficeCFA

About the role

Essential Job Functions for this role include:
Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.
Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client

5+ years of successful sales experience in financial services
Proven time management and organizational skills in high-volume, high-energy environments
Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint

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.
Bachelor's degree preferred or equivalent experience.
CFP® (Certified Financial Planning) designation preferred.
Experience using CRM systems (Salesforce preferred) and managing sales pipelines

$119,000 - $140,000 USD
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

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

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.