Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth

Bachelor’s degree preferred or equivalent experience.
5+ years of successful sales experience in financial services
Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable 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 preferred.
Experience using CRM systems (Salesforce preferred) and managing sales pipelines
Experience building relationships with and understanding the needs of potential clients
Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
Deep understanding of financial services industry and investment management
Passion for helping clients achieve their financial goals
Proven time management and organizational skills in high-volume, high-energy environments
Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
Flexibility to travel

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance

Regional Vice President – Channel

Key skills