Sales Director Large Market
Location: Boise, Idaho, United States
Secondary Locations: Denver,Colorado,United States;
Company: MercerJob ID R_081574-en Apply
Are you an Investment Sales Professional who is ready to truly sell the full spectrum of investment consulting services? Tired of being tied to a single model or approach that limits your income and more importantly your broad market knowledge? If you have a specialty in Employer Plans (defined benefit and defined contribution), Endowments & Foundations, Healthcare, Insurance, or Financial Intermediaries, keep reading and consider applying.
Mercer is a globally recognized leader in wealth consulting to public and private, for-profit and not-for-profit, and private wealth organizations. As a Sales Director you will be asked to leverage the #1 investment consulting firm utilizing the strength of the Mercer brand and growth potential of existing client relationships. Working alongside a world class team of consultants, as a Sales Director with Mercer you will utilize your sales acumen to develop sales strategies to help employers address the challenges posed by the retirement and wealth accumulation vehicles they sponsor. The Wealth Sales Director will be knowledgeable regarding the full spectrum of Mercer’s solutions – from investments to actuarial to risk management solutions.
This position has two aspects you will need to be able to fluently discuss.
·Articulate your sales funnel,
oHow you identify, research, profile, and prospect accounts
oTalk through your approach to getting a prospects attention, meeting conversions, and closing ratios
·Share examples of identifying and meeting with key decisions makers
oIllustrate your process of managing a prospect through a long sales cycle
·Share how you build client relationships through your knowledge of industry trends and highlight your ability to establish trusted advisor status before the sale
·Detail examples of how you build internal relationships and marshal the right people and resources to close a deal
·Dive into major challenges and opportunities within your industry and your thought leadership in address these issues
Investment Market Strategies and Conditions
- Discuss risks mitigation strategies for Defined Contribution such as litigation, fees, or other risk based analysis.
- Highlight your experience in how you have mitigated risk in Defined Benefit such as asset allocation, liability exposures or how you have used actuarial analysis.
- Please be ready to share your current securities licenses including but not limited to Series 6 or 7, Series 63, and Series 65 or 66 as appropriate
- Share examples of you project management experience and ability to manage multiple time sensitive projects/tasks