Why Work at Mercer Advisors?
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 31,300 families across 90+ 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.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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 experience
- Licensed insurance agent in good standing with Resident State and ability to obtain and maintain multiple Non-Resident State licenses
- Excellent verbal and written communication, interpersonal, and relationship management skills
- Passion for educating and training
- Organized - detailed-oriented, strong multi-tasker, and excellent follow through
- An unwavering commitment to place clients’ needs first and best support advisor’s financial plan providing Best-in-Class client-advisor experience
- Strong understanding of underwriting, case management, operations, and insurance new business processes and implementation timeframes
- Point of sale experience a plus
- Previous Registered Investment Advisor (RIA) support a plus
- Working knowledge of property and casualty, and disability insurance are a plus
- Proficiency with MS Word, Excel, PowerPoint, Outlook and willingness to learn CRM system
- Team 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.
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:
- 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 offerings 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) 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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Skills Required
- Bachelor's degree from an accredited institution preferred, preferably related to psychology, business, economics, accounting or finance
- Minimum five years financial services industry and/or insurance industry experience
- Licensed insurance agent in good standing with Resident State
- Excellent verbal and written communication, interpersonal, and relationship management skills
- Strong understanding of underwriting, case management, operations, and insurance new business processes
- Previous Registered Investment Advisor (RIA) support is a plus
- Working knowledge of property and casualty, and disability insurance are a plus
What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
