About this role
Regional Vice President, Channel (Houston, TX) at Mercer Advisors. Location: Houston, Texas, United States. Role: engaging clients, owning pipeline, building relationships Requirements: 5+ years sales experience in financial services, Series 65 or 66 required (designations may exempt), CFP preferred, proficiency with Salesforce and Microsoft Office, strong communication and time management. Category: Sales Seniority: Senior Level Tools: Zoom, Salesforce, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Certifications: series 65, series 66, cfp, chfc, pfs, cfa, cic Commitment: Full Time Workplace: Hybrid Languages: English