Regional Vice President

1 day ago


San Francisco, California, United States Mercer Advisors Full time
Job Summary:

The Regional Vice President is a key leadership role at Mercer Advisors, responsible for driving sales momentum for one of our financial planning teams. This individual will partner with Financial Consultants and Branch Managers to build strong relationships, foster positive channel partner relationships, and grow and cultivate an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication.

Key Responsibilities:
  • Partner with Financial Consultants and Branch Managers to build strong relationships
  • Foster positive channel partner relationships as ambassador of Mercer Advisors
  • Grow and cultivate an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication
  • Proactively initiate business development calls and identify new sales opportunities
  • Meet directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management
  • Work with Client Service units to develop client referral relationships, including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities
  • Provide insight and information to become a valuable resource and partner
  • Implement company policies and procedures
  • Ensure adherence to company standards
Requirements:
  • Bachelor's degree preferred or equivalent experience
  • At least 5 years of successful sales experience in the financial services industry
  • Series 65 or combination of Series 7 and Series 66 license required 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
  • 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 up to 75%


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