USD 102000-120000/yr

Insurance Advisor (California)

Californiamid

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Quick Summary

Overview

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,

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OtherAdvisorInsurance Advisor

What We Offer

~2 min read

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 methodology here.

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.

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

This position is remote with up to 20% travel. If preference is to work from a local market office open for discussion.

Professional office environment, daytime and evening hours, working inside, standing, and sitting, will be assigned to a workstation.

#LI-Hybrid

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.

Base Pay Range

$102,000—$120,000 USD

What We Offer

~2 min read

✓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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

✓Kaiser Medical plans available in California

✓Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

✓Two comprehensive Dental Plans

✓Vision Insurance Plan

✓Dependent Care Savings Account for child and dependent care.

✓14 Company Paid Holidays including 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 (8 weeks)

✓Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option

✓Pet Insurance

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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