Director, Direct Client Development

🕒 April 29

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Responsible for providing leadership to the Direct Client Development team. • Motivate and encourage client development team members to ensure targets are met. • Review and analyze sales and operational records and reports. • Partner with the leadership team to create and execute a strategic sales plan that expands our client base. • Recruit sales team members, set objectives, train and coach them and monitor their performance.

🎯 Requirements

• Bachelor's degree or equivalent experience (preferably Business, Economics, Accounting or Finance related) • 5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred. • Minimum of 5 years of Sales team management strongly preferred. • CFP or CFA preferred but if not, Series 65 is required or the ability to obtain quickly. • Experience with Digital Marketing Intelligence tools is a huge PLUS. • Ability Influence and motivate. • Ability to provide effective performance coaching and feedback. • Excellent communication skills • Client service background preferred. • Excellent verbal, written, analytical, and organizational skills. • Proficiency with MS Word, Excel, PowerPoint and Outlook • Proficiency with Salesforce • Experience working with high-level, busy professionals. • Enjoy leading and being part of a team. • Must be highly flexible and confidential with all matters.

🏖️ 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 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