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Private Client Services- West Zone Sales Leader

Expired Job

Mercer LLC Los Angeles , CA 90009

Posted 2 months ago

The West Zone Sales Leader for Private Client Services oversees new client acquisition process and ensures achievement of new business goals for assigned team of Sales & Risk Consultants. This position can be based out of the Seattle area or expanded region.


  • Oversees the new client acquisition process including: risk consulting, discovery, Personal Risk Management review development, delivery and implementation

  • Manages and updates new business funnel and forecast

  • Oversees client entry in CRM to ensure accuracy and compliance with processes.

  • Assists Business Development Executives and Sales & Risk Consultants with new and existing referral source and prospect development

  • Supports client service strategy and partners with National Client Solutions

  • Partners with appropriate Client Advisor Manager to determine Client Advisor new business assignments

  • Collaborates with Zone Leader and Sales Leader to develop and implement sales strategies. Develops and maintains local carrier relationships.

  • Develops, trains and coaches staff to ensure performance standards are met


  • Bachelor's degree in Business or related field

  • 7 years of experience in Sales with a minimum of 3 years in a supervisory role

  • Possesses excellent and proven business skills with emphasis in organizational selling

  • Demonstrates sales aptitude, communication skills, building and maintaining relationships, coordinating others, business acumen, strategic reasoning and a results focus

  • Possesses fundamental knowledge of office databases and company sanctioned sales technology tools

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at:

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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Private Client Services- West Zone Sales Leader

Expired Job

Mercer LLC