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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 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons 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 Barrons 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 Barrons 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-clients 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 teams 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 :

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

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 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 This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

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 Mercers California Consumer Privacy Policy here.

CCPA Notice at Collection

Required Experience :

Unclear Seniority

Key Skills

Estate Law,Sales Experience,Direct Sales,Time Management,Trusts,Quality Assurance,Customer Service,Swift,Training & Development,Insurance Sales,Medicare,Wills

Employment Type : Advisor

Experience : years

Vacancy : 1