Regional Vice President, Community

This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

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

• Utilize financial expertise along with organizational resources to provide unique value to each client, presenting a customized perspective on how Mercer can help them achieve their ambitions.

• Manage your sales pipeline throughout the entire process, converting and nurturing potential clients to ensure a top-tier experience for every prospective client.

• Function as a self-driven leader within a rapidly expanding and high-visibility sector of the organization, capitalizing on personal growth opportunities.

⛳️ Requirements

• Bachelor's degree preferred or equivalent work experience.

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

• Series 65 or Series 66 license is mandatory unless you possess one of the following designations, which qualify for an exemption to the Series 65 in the relevant state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC).

• CFP® (Certified Financial Planning) designation is preferred.

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

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

• Self-driven with a highly coachable attitude, possessing a growth-oriented mindset and motivation.

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

• Strong desire to assist clients in reaching their financial objectives.

• Demonstrated time management and organizational skills in fast-paced, high-volume environments.

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

• Willingness to travel as needed.

🏝️ 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 child and dependent care expenses.

• 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 of 8 weeks.

• Maternity benefits that combine company-paid STD, any supplemental STD, and Parental Leave (8 weeks) for recovery, bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services to support you and your loved ones with various caregiving needs.

• 401(k) Retirement Plan offering both Traditional and Roth plans with a per pay period match and an after-tax option.

• Pet Insurance.

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