Regional Vice President, DTC
New
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Mercer AdvisorsWealth Management
Remote, USA, Standard business hours of Monday through Friday from 8AM to 5PM.Full-TimeSenior
Salary$102,000 — $120,000 USD
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Job Details
- Experience
- 3+ years
- Required Skills
- SalesforceMicrosoft ExcelCRMPowerPoint
Requirements
- Bachelor’s degree preferred or equivalent experience
- 3+ years of successful sales experience in financial services
- Series 65 or Series 66 license (or qualifying designation such as CFP, ChFC, PFS, CFA, or CIC)
- Experience using CRM systems (Salesforce preferred)
- Experience managing sales pipelines
- Excellent communication, presentation, listening and analytical skills
- Experience building relationships with and understanding the needs of potential clients
- Self-motivated, highly coachable attitude with a growth-oriented mindset
- Deep understanding of financial services industry and investment management
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel
Responsibilities
- Support the fast-growing, dynamic sales team
- Own your sales pipeline from start to finish, converting and nurturing potential clients
- Identify and qualify potential clients to ensure they are a good fit for the firm
- Engage with potential clients over Zoom, phone, and/or in person to share wealth management solutions
- Participate in own professional growth by soliciting feedback and attending team trainings
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