About this role
Regional Vice President, DTC at Mercer Advisors. Location: United States. Role: supporting sales, owning pipeline, engaging clients Requirements: 3+ years sales experience in financial services; Series 65 or 66 (or qualifying designation), bachelor’s preferred or equivalent, Salesforce and MS Office proficiency, strong communication and analytical skills, flexibility to travel. Category: Sales Seniority: Mid Level Tools: Salesforce, Zoom, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Certifications: series 65, series 66, cfp, chfc, pfs, cfa, cic Commitment: Full Time Workplace: Remote Languages: English