Mercer Advisors
Regional Vice President, DTC
Remote, USA · Exec
Sponsorship not specified$102k-$120kDetected 20 days ago
ComplianceSalesforceCRMSalesPipeline ManagementExcelHRISCommunicationTime ManagementOrganizational SkillsMicrosoft OfficeCFA
About the role
- Essential Job Functions for this role include:
- 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
Responsibilities
- Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
- Actively participate in your own growth, soliciting and incorporating feedback into your conversations with potential clients and participating in team trainings or activities
Requirements
- 3+ years of successful sales experience in financial services
Nice to have
- Experience using CRM systems (Salesforce preferred) and managing sales pipelines
- Excellent communication, presentation, listening and analytical skills.
- 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
- This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
Compensation
- $102,000 - $120,000 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
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:
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.