Regional Vice President, DTC

Mercer Advisors

Regional Vice President supporting a dynamic sales team in financial services to build client relationships. Engage potential clients through various communication channels and nurture sales pipelines.

Posted 7/1/2026full-timeRemote • 🇺🇸 United StatesLead💰 $102,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing sales pipelines and converting potential clients in the financial services industry, while effectively utilizing CRM systems and maintaining strong communication skills. Possesses a growth-oriented mindset and a passion for helping clients achieve their financial goals.

Highest-signal resume keywords

3+ Years Of Successful Sales ExperienceSeries 65 Or Series 66 LicenseCRM Systems Experience (Salesforce Preferred)Deep Understanding Of Financial Services IndustryExcellent Communication And Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Pipeline ManagementFinancial Services SalesAnalytical SkillsTime ManagementOrganizational Skills

Soft Skills

Self-MotivatedHighly CoachableRelationship BuildingGrowth-Oriented Mindset

Tools & Technologies

CRM SystemsSalesforceMS ExcelMS WordMS OutlookMS PowerPoint

Certifications & Qualifications

Series 65 LicenseSeries 66 LicenseCertified Financial Planner™ (CFP®)Chartered Financial Consultant (ChFC)Personal Financial Specialist (PFS)Chartered Financial Analyst (CFA)Chartered Investment Consultant (CIC)

Industry Keywords

Financial ServicesInvestment ManagementClient EngagementSales ExperienceClient Needs Assessment

About the role

Key responsibilities & impact

Support the fast-growing, dynamic sales team
Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
Assist in identifying and qualifying potential clients to ensure they are a good fit for Mercer Advisors
Engage with potential clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
Actively participate in your own growth, soliciting and incorporating feedback into your conversations with potential clients and participating in team trainings or activities

Requirements

What you’ll need

Bachelor’s degree preferred or equivalent experience.
3+ years of successful sales experience in financial services
Series 65 or Series 66 license – unless you hold one of the following designations and it qualifies for an exemption to the Series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
Experience using CRM systems (Salesforce preferred) and managing sales pipelines
Excellent communication, presentation, listening and analytical skills.
Experience building relationships with and understanding the needs of potential clients
Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
Deep understanding of financial services industry and investment management
Passion for helping clients achieve their financial goals
Proven time management and organizational skills in high-volume, high-energy environments
Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
Flexibility to travel

Benefits

Comp & perks

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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing