Regional Vice President, Community

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

📋 Description

• Cultivate strong relationships with clients to assist them in discovering wealth management solutions tailored to their needs.

• Propel sales momentum within a collaborative and client-centric environment.

• Connect with potential wealth management clients via Zoom, telephone, and/or face-to-face meetings.

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

• Utilize financial acumen and organizational resources to deliver exceptional value to each client.

• Propose customized solutions to support clients in reaching their objectives.

• Manage the sales pipeline comprehensively from initiation to completion.

• Convert and nurture prospective clients to ensure a top-tier 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 exempted by a qualifying designation in applicable state(s): CFP®, ChFC, PFS, CFA, or CIC.

• CFP® designation is preferred.

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

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

• Self-driven with a highly coachable demeanor, possessing a growth-oriented mindset and determination.

• In-depth knowledge of the financial services industry and investment management.

• Strong passion for aiding clients in achieving their financial aspirations.

• Demonstrated time management and organizational abilities in high-volume, energetic settings.

• Proficient in MS Excel, Word, Outlook, and PowerPoint, showcasing strong computer skills.

• Willingness to travel as needed.

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

• Capability to operate in a professional office environment or dedicated 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 Plans.

• Vision Insurance Plan.

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

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

• Generous paid time off policy for vacation and sick leave.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

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

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services.

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

• Pet Insurance.

• Personalized financial planning and advice from Mercer Advisors professionals at preferred employee rates.

• Basic technology requirements provided for the role.