Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• The Associate Advisor Guide will recognize, qualify, and cultivate high-quality sales opportunities.

• Manage lead generation initiatives, call campaigns, and strategies to attract new clients.

• Interact with clients through inbound calls and follow-up outbound calls, emails, and other authorized communication methods.

• Demonstrate a strong level of energy.

• Connect with potential clients by establishing trusting relationships, emphasizing integrity and personal accountability.

• Ensure outstanding service and client satisfaction.

• Contribute to a transparent communication atmosphere within a dynamic team.

• Perform additional duties or tasks as directed by management.

⛳️ Requirements

• High school diploma is mandatory.

• A bachelor's degree is strongly preferred.

• A bachelor's degree from an accredited institution is preferred, ideally in Business, Economics, Accounting, or Finance.

• Experience in the financial services sector is preferred; experience in inside sales, relationship management, or client services is also preferred.

• Availability on weekends is preferred.

• Excellent communication skills, both verbal and written, with the ability to influence and inspire.

• Proficient in Salesforce, MS Word, Excel, PowerPoint, and Outlook.

• Experience working with high-level, busy professionals.

• Must be highly adaptable and maintain confidentiality regarding all matters.

🏝️ 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 plan options, 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 for those 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 during Thanksgiving.

• Generous paid time off program for vacations 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 allow for recovery, bonding with the baby, and enjoying family time.

• Adoption Assistance Reimbursement Program

• Company Paid Concierge Services for you and your loved ones to address the spectrum of caring needs for aging parents, young children, life's challenges, and more.

• 401(k) Retirement Plan with both Traditional and Roth options, featuring per pay period matching and an after-tax option.

• Pet Insurance

• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.