Associate Vice President
Mercer Advisors
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $85,000 - $100,000 per year
About the role
- Coordinate and schedule meetings with prospects, clients, and internal teams.
- Qualify and schedule Wealth Path and Custom Wealth referrals
- Ensure timely follow-ups and confirmations.
- Assist with lead generation and participate in Regional Sales Activities
- Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
- Provide timely responses to inquiries and requests.
- Work with prospects over Zoom, phone and/or in person
- Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
- Track progress and identify opportunities for improvement.
- Take detailed meeting notes and update the CRM system with relevant information.
- Ensure all client interactions and updates are accurately recorded.
- Plan case preparation
- Assist with planning and holding wholesale events in nearby centers
- Assist with wholesaling sales emails
- Coordinate the transition of new clients from the sales process to the onboarding team.
- Ensure a smooth and efficient hand-off to maintain client satisfaction.
- Plan and schedule events, including client meetings, webinars, and industry conferences.
- Manage event logistics and ensure successful execution.
Requirements
- Bachelor's degree in Business, Marketing, or a related field.
- At least 2 years of successful sales experience in the financial services industry
- Proven experience in a sales support business development role.
- Self-starter who thrives in a fast paced, high-volume sales environment
- Series 65 or Series 66 license or on track to achieve same 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)
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales supportlead generationsales pipeline managementevent planningcase preparationclient onboardingCRM systemsfinancial services salesinvestment management knowledgesales forecasting
Soft Skills
communicationrelationship buildingorganizationself-startertime managementattention to detailproblem-solvingflexibilityteam collaborationcustomer satisfaction
Certifications
Bachelor's degreeSeries 65 licenseSeries 66 licenseCertified Financial Planner™ (CFP®)Chartered Financial Consultant (ChFC)Personal Financial Specialist (PFS)Chartered Financial Analyst (CFA)Chartered Investment Consultant (CIC)