Regional Vice President, Community

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

📋 Description

• Interact with prospective wealth management clients through Zoom, phone, and/or in-person meetings to comprehend their requirements and illustrate how Mercer Advisors can assist them.

• Utilize financial knowledge and organizational assets to deliver unique value for each client.

• Propose customized wealth management strategies that align with clients’ objectives.

• Manage the sales pipeline from inception to completion.

• Convert and cultivate potential clients while ensuring a top-tier client experience.

• Serve as a self-driven leader within a rapidly expanding, high-visibility organization.

• Capitalize on opportunities for personal development.

⛳️ Requirements

• Bachelor’s degree preferred or equivalent experience.

• Over 5 years of proven sales success in the financial services sector.

• Series 65 or Series 66 license is mandatory, unless possessing an exempting designation such as CFP®, ChFC, PFS, CFA, or CIC.

• CFP® designation is preferred.

• Familiarity with CRM systems, preferably Salesforce, and adeptness in managing sales pipelines.

• Experience in building relationships and understanding the requirements of prospective clients.

• Self-motivated with a highly coachable attitude, a growth-oriented mindset, and determination.

• Comprehensive understanding of the financial services domain and investment management.

• A strong desire to assist clients in reaching their financial aspirations.

• Proven time management and organizational abilities in dynamic, high-volume settings.

• Strong computer skills with proficiency in MS Excel, Word, Outlook, and PowerPoint.

• Willingness to travel.

• Availability Monday through Friday, 8 AM to 5 PM, with occasional early or late hours.

🏝️ 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 enrollees 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 policy for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that include company-paid STD, any supplemental STD, plus Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services.

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

• Pet Insurance.

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

• Eligibility for incentive compensation.

• Basic technology necessities provided for the role.