Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
Job Summary:We are seeking an Insurance Advisor to join our growing Insurance Solutions team for Eastern and Western US support. The Insurance Solutions team supports Wealth Advisors and their clients by providing a fiduciary and financial planning lens to insurance advice, support, and education in all areas of risk management. We are looking for someone who is passionate about driving engagement with advisors to protect clients from unforeseen risk, specifically in the areas of Life, Long Term Care and Annuities. Our goal is to enhance Best-in-Class client-advisor experience while serving the end-client’s best interests of our clients today and into the future.
Essential Job Functions for this role include:Manage a Growing Book of Business:Develop campaigns to create awareness, generate interest and engagement to uncover risk management opportunities within the firm. Collaborate with carriers and General Agencies to leverage existing product experts and resources to design and execute customized risk mitigation plans from start to end: product selection, case design, illustration, application fulfillment and policy placement. After a policy is placed, relationships are maintained and fostered through periodic policy reviews of existing business with wealth advisor teams. Ability to work independently and with a team, manage projects, and track open opportunities will be needed to succeed in a fast-paced environment.Build and foster relationships:Our team’s success lies within our ability to create an environment based in trust through regular communication and the use of active listening skills. Positive relationships with advisors, clients, and our business partners is paramount and participation in advisor, branch, and regional meetings is encouraged. Advisors should trust us to address all liability, risk management, and asset protection needs for their clients.Serve as the subject matter expert:Possess an in-depth understanding of the insurance industry in life, long-term care, and annuity solutions. Candidate should also have an understanding of general financial planning principles and estate planning strategies, including the use of trusts in connection with insurance needs.Exhibit a Growth Mindset: Maintain up to date knowledge of insurance products and industry news to assist wealth advisors in navigating this landscape as part of the planning and sales process. An understanding of our operational processes and Mercer systems is essential, and we encourage teammates to voice new ideas as we continuously strive to improve our Best-in-Class offerings to the firm and our clients.
Knowledge, Skills, and Abilities:Bachelor's degree from an accredited institution preferred (preferably Psychology, Business, Economics, Accounting or Finance related field)Minimum five years financial services industry and/or insurance industry experience strongly preferred along with internal/external sales experienceLicensed insurance agent in good standing with Resident State and ability to obtain and maintain multiple Non-Resident State licensesExcellent verbal and written communication, interpersonal, and relationship management skillsPassion for educating and trainingOrganized - detailed-oriented, strong multi-tasker, and excellent follow throughAn unwavering commitment to place clients’ needs first and best support advisor’s financial plan providing Best-in-Class client-advisor experienceStrong understanding of underwriting, case management, operations, and insurance new business processes and implementation timeframesPoint of sale experience a plusPrevious Registered Investment Advisor (RIA) support a plusWorking knowledge of property and casualty, and disability insurance are a plusProficiency with MS Word, Excel, PowerPoint, Outlook and willingness to learn CRM systemTeam player, collaborative, and able to work in concert with others
Work Schedule:This position is remote with up to 20% travel. If preference is to work from a local market office open for discussion.
Working Conditions:Professional office environment, daytime and evening hours, working inside, standing, and sitting, will be assigned to a workstation.#LI-Hybrid
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
$102,000
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$120,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
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