Associate Regional Vice President (Merrimack / Jacksonville) Remote
Job Category : Sales
Requisition Number : ASSOC001962
- Posted : December 13, 2024
- Full-Time
Locations
Showing 1 location
Remote
Description
Why Work at Mercer Advisors?
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
Job Summary :
The Associate Regional Vice President is responsible for supporting the organic growth of the organization. The successful candidate will be responsible for developing and maintaining relationships with our prospects, with the focus on driving sales momentum across the sales organization. The Associate Regional Vice President will work in a client-focused, team-centered environment.
Essential Job Functions :
Supporting Referral Sales, Channel Sales and / or Direct Sales effortsAssisting with lead generation and qualificationParticipating in Regional Sales ActivitiesParticipate in prospect meetings and support the lead RVP with notes and follow-upContact leads to qualify new prospects for the firm and schedule meetings for RVPsEffectively manage a sales pipeline from start to finishAbility to close wealth management prospectsWorking with prospects over Zoom, phone, and / or in personSelf-starter who thrives in a fast-paced, high-volume sales environmentProviding insight and information to become a valuable resource and partnerImplementing company policies and proceduresEnsuring adherence to company standardsPerforming other duties as assignedRequired Knowledge, Skills, and Abilities :
Bachelor’s degree preferred or equivalent experienceAt least 2 years of successful sales experience in the financial services industrySeries 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials : Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)Comprehensive industry and investment management knowledgeExperience using CRM systems (Salesforce preferred)Excellent communication, presentation, listening and analytical skillsProven time management and organizational skills in high-volume, high-energy environmentsExperience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actionsStrong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPointFlexibility to travelWork Schedule : Position will include daytime and evening hours.
Working Conditions : Professional or home office environment. Traveling, standing and sitting.
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 InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical planHealth Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical planVision Insurance PlanDependent Care Savings Account for child and dependent care14 Company Paid Holidays with a full week off at ThanksgivingGenerous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid 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 timeAdoption Assistance Reimbursement ProgramCompany 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 more401(k) Retirement Plan with both Traditional and Roth plans with per pay period matchPet InsuranceWe 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.
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