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Mercer Advisors · 1 day ago

Associate Vice President - Channel (ATL/Tampa)

Atlanta, GA

Full-time

Hybrid

Mid Level

2+ years exp

Mercer Advisors is a leading independent fiduciary firm that integrates various financial services for families across the U.S. The Associate Vice President is responsible for supporting the organization's growth by developing relationships with financial consultants and clients, driving sales momentum, and assisting in various sales activities.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

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

Qualification

Sales experienceCRM systemsFinancial services knowledgeSeries 6566 licenseCFP® designationCommunication skillsAnalytical skillsMS OfficeTeamworkTime managementOrganizational skillsPresentation skills

Required

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)

Comprehensive industry and investment management knowledge

Experience using CRM systems (Salesforce preferred)

Excellent communication, presentation, listening and analytical skills

Ability to work independently and as part of a team

Proven time management and organizational skills in high-volume, high-energy environments

Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions

Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint

Flexibility to travel

Preferred

CFP® (Certified Financial Planning) designation preferred

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