Insurance Advisor

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Mercer Advisors

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Fintech • Finance • B2C

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.

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• Manage a Growing Book of Business: Develop campaigns to create awareness, generate interest and engagement to uncover risk management opportunities within the firm. • Collaborate with carriers and General Agencies to leverage existing product experts and resources to design and execute customized risk mitigation plans from start to end: product selection, case design, illustration, application fulfillment and policy placement. • After a policy is placed, relationships are maintained and fostered through periodic policy reviews of existing business with wealth advisor teams. • Ability to work independently and with a team, manage projects, and track open opportunities will be needed to succeed in a fast-paced environment. • Build and foster relationships: Our team’s success lies within our ability to create an environment based in trust through regular communication and the use of active listening skills. • Positive relationships with advisors, clients, and our business partners is paramount and participation in advisor, branch, and regional meetings is encouraged. • Serve as the subject matter expert: Possess an in-depth understanding of the insurance industry in life, long-term care, and annuity solutions. • Candidate should also have an understanding of general financial planning principles and estate planning strategies, including the use of trusts in connection with insurance needs. • Exhibit a Growth Mindset: Maintain up to date knowledge of insurance products and industry news to assist wealth advisors in navigating this landscape as part of the planning and sales process. • An understanding of our operational processes and Mercer systems is essential, and we encourage teammates to voice new ideas as we continuously strive to improve our Best-in-Class offerings to the firm and our clients.

🎯 Requirements

• Bachelor's degree from an accredited institution preferred (preferably Psychology, Business, Economics, Accounting or Finance related field) • Minimum five years financial services industry and/or insurance industry experience strongly preferred along with internal/external sales experience • Licensed insurance agent in good standing with Resident State and ability to obtain and maintain multiple Non-Resident State licenses • Excellent verbal and written communication, interpersonal, and relationship management skills • Passion for educating and training • Organized - detailed-oriented, strong multi-tasker, and excellent follow through • An unwavering commitment to place clients’ needs first and best support advisor’s financial plan providing Best-in-Class client-advisor experience • Strong understanding of underwriting, case management, operations, and insurance new business processes and implementation timeframes • Point of sale experience a plus • Previous Registered Investment Advisor (RIA) support a plus • Working knowledge of property and casualty, and disability insurance are a plus • Proficiency with MS Word, Excel, PowerPoint, Outlook and willingness to learn CRM system • Team player, collaborative, and able to work in concert with others

🏖️ 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 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