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Insurance Advisor (California)

3 weeks, 4 days ago
United States
Full-time
Senior
Account Manager
Sales and Business Development
CRM
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 25

Description

  • Develop campaigns to create awareness, generate interest, and uncover risk management opportunities within the firm.
  • Collaborate with carriers and General Agencies to design and execute customized risk mitigation plans from product selection through policy placement.
  • Manage case work including illustration, application fulfillment, and policy placement.
  • Maintain and foster client and advisor relationships through periodic policy reviews and ongoing communication.
  • Serve as a subject matter expert in life insurance, long-term care, and annuity solutions.
  • Support wealth advisors by providing insurance advice, education, and guidance through a fiduciary and financial planning lens.
  • Stay current on insurance products, industry news, operational processes, and Mercer systems to improve planning and sales support.
  • Participate in advisor, branch, and regional meetings to strengthen partnership and engagement.
  • Track open opportunities and manage projects in a fast-paced environment.
  • Work independently and collaboratively to support the firm’s best-in-class client-advisor experience.

Requirements

  • Bachelor's degree from an accredited institution preferred, ideally in Psychology, Business, Economics, Accounting, or Finance.
  • Minimum 5 years of experience in the financial services and/or insurance industry strongly preferred.
  • Internal and/or external sales experience strongly preferred.
  • Licensed insurance agent in good standing with a resident state license.
  • Ability to obtain and maintain multiple non-resident state insurance licenses.
  • Excellent verbal and written communication, interpersonal, and relationship management skills.
  • Passion for educating and training.
  • Strong organizational skills, detail orientation, multitasking ability, and follow-through.
  • Strong understanding of underwriting, case management, operations, and insurance new business processes and implementation timeframes.
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook, with willingness to learn a CRM system.
  • Point of sale experience is a plus.
  • Previous Registered Investment Advisor (RIA) support is a plus.
  • Working knowledge of property and casualty insurance and disability insurance is a plus.

Benefits

  • Base salary range of $102,000 to $120,000 USD.
  • Eligible for incentive compensation through Mercer Advisors' incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA options with company contributions.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus maternity benefits and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, company match, and an after-tax option.
  • Employee assistance program, concierge services, pet insurance, and preferred-rate personalized financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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