Account Manager - Licensed

Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset - their people. Mercer's 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage you to explore the hundreds of job opportunities available through Mercer. Our core strengths place Mercer in a unique position to help our clients achieve the extraordinary - and extraordinary results require extraordinary people. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy and human capital.

Summary

Third-Party Administrator for Retirement Program. Client management, servicing and sales of non-qualified annuity product to members of a professional association.

Essential Functions

  • Sell/Manage member accounts from the point of sale through the life of the account.
  • Extensive phone communications both inbound and outbound, with prospective and current clients to successfully guide and counsel them on the unique procedures and features of the program.
  • Extensive document procurement and detailed note keeping of both phone communications and forms.
  • Establishes and maintains rapport with prospects and clients via phone and/or mail on a regular basis.
  • Other duties as assigned

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Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset â€" their people. Mercer's 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage you to explore the hundreds of job opportunities available through Mercer. Our core strengths place Mercer in a unique position to help our clients achieve the extraordinary - and extraordinary results require extraordinary people. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy and human capital.

Summary

Sells and services insurance and securities products to new and existing clients via phone in a call center environment.

Essential Functions

Answers inbound calls and makes outbound calls to sell and service insurance and securities products to new and existing clients

Performs consultative services to assist in obtaining retirement goals for perspective clients, answering questions, overcoming objections, and assisting in the purchase of appropriate securities products to meet those goals.

Sends correspondence and follow-ups with the client to finalize a sale

Establishes and maintains rapport with prospects and clients via phone and/or mail on a regular basis.

Other duties as assigned


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