Insurance Advisor (California)

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. * 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 methodologyhere . 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 Base Pay Range $102,000 - $120,000 USD 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with 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 (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Pet Insurance Application Information We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. EEO Statement Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email View email address on click.appcast.io. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicant Rights Applicants have rights under federal employment laws. U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policyhere . #J-18808-Ljbffr Mercer Advisors