Sales Associate

3 hours ago
Full-time
Entry Level
Sales and Business Development
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

Description

  • Make daily outbound sales calls and handle inbound inquiries from prospects.
  • Identify, qualify, and develop quality sales opportunities.
  • Execute lead-generation programs, call campaigns, and client-acquisition strategies.
  • Engage prospects through phone, email, and other approved communication channels.
  • Build trusting relationships with prospective clients through integrity and accountability.
  • Provide exceptional service and support prospect satisfaction.
  • Participate in an open-communication environment within a busy sales team.
  • Perform additional duties as assigned by management.

Requirements

  • High school diploma required.
  • Bachelor’s degree preferred, particularly in business, economics, accounting, or finance.
  • Financial services, inside sales, relationship management, or client service experience preferred.
  • Excellent verbal and written communication skills, with the ability to influence and motivate.
  • Proficiency with Salesforce, Microsoft Word, Excel, PowerPoint, and Outlook.
  • Experience working with high-level, busy professionals.
  • Ability to handle confidential matters with flexibility and discretion.
  • Weekend availability preferred.
  • Availability for Monday–Friday, 8:00 a.m.–5:00 p.m. hours, with potential schedule flexibility.

Benefits

  • Base pay of $19–$22 per hour, plus eligibility for incentive compensation.
  • Medical, dental, vision, HSA, dependent-care savings, and supplemental insurance plans.
  • Company-paid life, AD&D, short- and long-term disability insurance.
  • 14 paid holidays, including a full week off at Thanksgiving, plus paid vacation and sick time.
  • Eight weeks of paid parental leave, family medical leave, and adoption assistance.
  • 401(k) plan with traditional and Roth options, per-pay-period matching, and an after-tax option.
  • Employee assistance, concierge caregiving services, pet insurance, and personalized financial planning at preferred pricing.

Interested in this position?

Apply directly on the company website

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