REGIONAL VICE-PRESIDENT HOUSTON August 2013 Desired Skills & Experience Bachelor’s degree At least 7 to 10+ years of successful sales experience in the financial services industry Series 65 license CFP (Certified Financial Planning) designation is a plu

REGIONAL VICE-PRESIDENT HOUSTON August 2013

Desired Skills & Experience

Bachelor’s degree
At least 7 to 10+ years of successful sales experience in the financial services industry
Series 65 license
CFP (Certified Financial Planning) designation is a plus
Comprehensive industry and investment management knowledge
Experience using CRM systems (Salesforce preferred)
Excellent communication, presentation, listening, and analytical skills
Proven time management and organizational skills in high volume, high energy environments
Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions
Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint

Flexibility to travel up to 75%
Email: jobs@merceradvisors.com , please reference job code RVPTX in your correspondence.