Regional Vice President, DTC

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

📋 Description

• Provide support to the rapidly expanding and dynamic sales team.

• Take ownership of your sales pipeline from initiation to conclusion, converting and nurturing prospective clients to ensure an exceptional experience for every individual.

• Aid in the identification and qualification of potential clients to confirm their suitability for Mercer Advisors.

• Interact with prospective clients via Zoom, phone, and/or in-person to comprehend their needs and demonstrate how Mercer can assist them.

• Actively engage in your personal development by seeking and integrating feedback into your discussions with potential clients, and participating in team training sessions or activities.

⛳️ Requirements

• Bachelor’s degree preferred or equivalent experience.

• Over 3 years of proven sales experience in the financial services sector.

• Series 65 or Series 66 license required, unless you possess one of the following designations that qualify for an exemption 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).

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

• Exceptional communication, presentation, listening, and analytical capabilities.

• Experience in establishing relationships and understanding the needs of potential clients.

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

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

• A genuine passion for assisting clients in achieving their financial objectives.

• Demonstrated time management and organizational abilities in fast-paced, high-energy 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 if 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 at Thanksgiving.

• Generous paid time off program 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) to allow for recovery, bonding with your baby, and quality family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with various caring needs for aging parents, young children, and more.

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

• Pet Insurance.

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