Partnering with Financial Consultants and Branch Managers to build strong relationships
Fostering positive channel partner relationships as ambassador of Mercer Advisors
Growing and cultivating an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication with the express purpose of generating significant referrals
Proactively initiating business development calls and identifying new sales opportunities
Meeting directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management
Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities
Providing insight and information to become a valuable resource and partner
Implementing company policies and procedures
Ensuring adherence to company standards
Performing other duties as assigned

Bachelor’s degree preferred or equivalent experience
At least 5 years of successful sales experience in the financial services industry
Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: 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
Comprehensive industry and investment management knowledge
Experience using CRM systems (Salesforce preferred)
Excellent communication, presentation, listening and analytical skills
Proven time management and organizational skills in high volume, high energy environments
Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions
Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
Flexibility to travel up to 75%

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

Key skills