Director, Direct Client Development

🕒 vor 3 Monaten

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Mercer Advisors

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501 - 1000 Mitarbeiter

Gegründet 1985

🛡️ Versicherung

💼 Beratung

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors ist ein umfassendes Finanzberatungsunternehmen, das sich darauf konzentriert, das Finanzleben der Kunden zu vereinfachen und zu verbessern. Sie bieten einen Service im Stil eines Family Office und stellen ein einheitliches Team aus Finanzplanern, Anlegern, Buchhaltern und Nachlassspezialisten zur Verfügung, die Finanzpläne an individuelle Bedürfnisse anpassen. Mit über 40 Jahren Erfahrung legt das Unternehmen Wert auf personalisierten, treuhänderisch fokussierten Service, ohne Kompromisse bei der institutionellen Portfoliomanagement-Qualität einzugehen, und macht diese für Familien und Einzelpersonen zugänglich, die ihre finanzielle Zukunft verbessern möchten.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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