Sales Associate

About the company

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

About the role

The Sales Associate will be responsible for making daily outbound sales calls, taking inbound inquiries, and conducting sales activities directly with prospects.

Responsibilities

• Identify, qualify, and develop quality sales opportunities.
• Handle lead generation programs, call campaigns, and strategies to acquire new clients.
• Engage clients through inbound calls and follow-up outbound calls, email, and other approved media.
• Exhibit a high degree of energy.
• Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.
• Ensure exceptional service and satisfaction.
• Participate in an open-communication environment within a busy team.
• Perform other duties or tasks as assigned by management.

Requirements

• High school diploma required.
• Bachelor's degree highly preferred (preferably Business, Economics, Accounting, or Finance related).
• Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred.
• Weekend availability preferred.
• Excellent communication skills (verbal and written) with the ability to influence and motivate.
• Proficiency with Salesforce, MS Word, Excel, PowerPoint, and Outlook.
• Experience working with high-level, busy professionals.
• Must be highly flexible and confidential with all matters.

Schedule

Monday through Friday – 8:00 AM to 5:00 PM; position may require flexibility with scheduling as the team grows.

Pay

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills, and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range: $19 - $22 USD

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, 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)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones
• 401(k) Retirement Plan with both Traditional and Roth plans, per pay period match, and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing