Regional Vice President, Community

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

📋 Description

• Establish and nurture relationships with clients to assist them in finding wealth management solutions tailored to their needs.

• Foster sales momentum in a collaborative, client-centric atmosphere.

• Engage with prospective wealth management clients via Zoom, phone, and in-person meetings.

• Assess client requirements and articulate how Mercer Advisors can provide support.

• Utilize financial expertise and organizational resources to deliver unique value to each client.

• Present customized perspectives on how Mercer Advisors can aid clients in reaching their objectives.

• Manage the sales pipeline from inception to completion.

• Convert and cultivate potential clients to ensure a top-tier experience.

• Serve as a self-driven leader in a rapidly expanding, high-visibility segment of the 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 required, unless exempt by holding a qualifying designation in applicable state(s): CFP®, ChFC, PFS, CFA, or CIC.

• CFP® designation preferred.

• Proficiency in CRM systems (Salesforce preferred) and managing sales pipelines.

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

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

• Comprehensive knowledge of the financial services industry and investment management.

• Commitment to assisting clients in achieving their financial aspirations.

• Demonstrated time management and organizational skills in fast-paced, high-energy settings.

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

• Willingness to travel.

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

• Basic technology needs will be provided for a dedicated office or home office workspace.

🏝️ 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 Plan options.

• Vision Insurance Plan.

• Dependent Care Savings Account for childcare and dependent care expenses.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off policy for vacation 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) for recovery, bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with various caring needs.

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

• Pet Insurance.

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

• Incentive compensation through Mercer Advisors’ incentive compensation programs, with significant earnings potential through sales commissions.