Large Market Sales Associate

2 Months ago • All levels • Sales

Job Summary

Job Description

The Large Market Sales Associate will be responsible for driving revenue growth and developing sales strategies in the Investments and Retirement business, particularly for Defined Benefit and Defined Contribution plans. The role involves collaborating with senior management, identifying market opportunities, building client relationships, staying updated on industry trends, and coordinating with internal teams to deliver solutions. The role requires a strategic mindset, strong communication skills, and the ability to articulate financial concepts. The individual will monitor sales performance and contribute to marketing efforts. This role is based in Mexico City and requires working in the office or on-site with clients at least three days a week.
Must have:
  • Develop and execute sales plans to achieve revenue targets.
  • Build and maintain relationships with clients and stakeholders.
  • Stay updated on industry trends and regulatory changes.
  • Bachelor's degree in finance, business administration, or related field.
  • In-depth knowledge of investment strategies and financial markets.
  • Excellent communication and presentation skills.
Good to have:
  • Proven experience driving new business in the retirement and investment sector.
  • Alternative investments experience and knowledge.
  • Master's degree (e.g., MBA) or professional certifications (e.g., CFA, CFP).
  • Experience working with large, complex clients with global presence.

Job Details

Company:

Mercer

Description:

We are seeking a talented individual to join our Investments and Retirement Large Market sales team at Mercer. This role will be based in Mexico City. 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 Associate 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.

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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