Large Market Sales Director
Washington - Conn Ave NW, United States
Company:
MercerDescription:
We are seeking a talented individual to join our Investments and Retirement Large Market sales team at Mercer. This role will be based in the Eastern United States in our New York, Boston, Atlanta, Charlotte, Norwalk, Washington, DC, or Philadelphia office. This is a hybrid role that has a requirement of working at least three days a week in-office or on-site with clients and prospects.
The Large Market Sales Director will play a crucial role in driving revenue growth and developing sales strategies, primarily in our Investments and Retirement business. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with prospects, clients and stakeholders.
We will count on you to:
- Develop and execute strategic sales plans to achieve revenue targets and drive business growth within the Large Market segment, primarily Defined Benefit and Defined Contribution.
- Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand the client base.
- Work with key client decision makers, influencers and procurement teams, as well as outside search consultants, through the Request for Proposal process.
- Build and maintain strong relationships with key clients, prospects, and industry influencers, leveraging these relationships to generate new business and enhance the organization's reputation.
- Stay updated on industry trends, market developments, and regulatory changes affecting the retirement and investment industry, and incorporate this knowledge into sales strategies and client interactions.
- Work closely with internal teams, to ensure seamless coordination and delivery of retirement and investment solutions to clients.
- Monitor and analyze sales performance, pipeline management, and market trends, providing regular reports and insights to senior management.
- Collaborate with marketing and communications teams to develop and execute targeted marketing.
What you need to have:
- Bachelor's degree in finance, business administration, or a related field. A master's degree (e.g., MBA) or professional certifications (e.g., CFA, CFP) are advantageous.
- Proven track record of success in sales leadership roles within financial services industry.
- In-depth knowledge of investment strategies and financial markets.
- Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders.
- Strategic mindset, with the ability to develop and execute sales strategies that align with business objectives.
- Series 7 and 63 license
What makes you stand out:
- Proven experience driving new business in the retirement and investment sector.
- Alternative investments experience and knowledge is a plus, and the ability to work with large, complex clients with global presence in addition to the US.
Why join our team?
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Job Profile
3 days in office Hybrid role Hybrid work
Benefits/Perks401k savings Career opportunities Development opportunities Disability Employee Assistance Programs Flexible work Flexible work environment Health and welfare Health and welfare benefits Hybrid work Inclusive culture Interesting work Performance-based incentives Professional development Professional development opportunities Supportive leaders Training Tuition Assistance Well-being rewards
Tasks- Analyze sales performance
- Build client relationships
- Collaborate with management
- Collaborate with marketing
- Develop sales plans
- Drive business growth
- Execute marketing strategies
- Maintain
- Monitor sales performance
- Stay updated on industry trends
- Training
Advising Business CFA Collaboration Communication Communications Finance Financial Markets Financial Services Investment Strategies Law Leadership Market Analysis Marketing Marketing Collaboration Market trends Organization Pipeline Management Power Presentation Relationship Management Retirement programs Sales Sales leadership Sales Strategies Sales Strategy Strategy Training
Experience5 years
EducationBachelor Bachelor's Bachelor's degree Bachelor's degree in Finance Business Business Administration CFA CFP Communications Degree Finance Marketing Master Master's Master's degree MBA Related Field
CertificationsARe CFA CFP Series 63 Series 7
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9