Regional Vice President, Community

🕒 Outubro 1

🏄 California – Remoto

🏄 California – Remote

💵 $119.000 - $140.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

👻 Score fantasma 0%

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Mercer Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1985

🛡️ Seguros

💼 Consultoria

💳 Fintech

Insurance • Consulting • Fintech

A Mercer Advisors é uma empresa de consultoria financeira abrangente que se concentra em simplificar e ampliar a vida financeira dos clientes. Eles oferecem um serviço de estilo family office, proporcionando uma equipe unificada de planejadores financeiros, investidores, contadores e especialistas em patrimônio que elaboram planos financeiros personalizados para as necessidades individuais. Com mais de 40 anos de experiência, a empresa enfatiza um serviço personalizado, focado em fiduciário, sem comprometer a gestão de portfólio em nível institucional, tornando-o acessível para famílias e indivíduos que buscam melhorar seu futuro financeiro.

Descrição

• Build relationships with clients and help them find wealth management solutions for their needs • Drive sales momentum within a collaborative, client-focused environment • Engage potential wealth management clients over Zoom, phone, and/or in person • Understand client needs and explain how Mercer Advisors can help • Use financial expertise and organizational resources to create distinct value for each client • Present tailored views of how Mercer Advisors can help clients achieve their goals • Own the sales pipeline from start to finish • Convert and nurture potential clients to create a best-in-class experience • Act as a self-motivated leader within a fast-growing, high-visibility organizational arm • Leverage opportunities for personal growth

🎯 Requisitos

• Bachelor’s degree preferred or equivalent experience. • 5+ years of successful sales experience in financial services • Series 65 or Series 66 license required, unless holding a qualifying designation exempting the requirement in applicable state(s): CFP®, ChFC, PFS, CFA, or CIC. • CFP® 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 • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours • Basic technology needs will be provided for a dedicated office or home office workspace

🏖️ Benefícios

• 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 plans offerings 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 utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing • Incentive compensation through Mercer Advisors’ incentive compensation programs, with significant earnings potential through sales commissions