Fantastic career opportunity for a KSA National with Wealth Management experience
Location Al Faisaliah Center, Al Olaya, Riyadh 12212, Saudi Arabia Category Client Management & Sales Job Id R\_271453 JOB DESCRIPTION The Sales Support Specialist plays a crucial role in supporting the sales team to introduce Mercer’s advisory and delegated solutions services. The specialist will be responsible for providing administrative, technical, and operational support to the sales team, ensuring efficient sales processes, and assisting in achieving sales targets. This role requires a combination of strong organizational skills, attention to detail, and excellent communication abilities.
Key Responsibilities:
Prepare and maintain sales proposals, presentations, and other marketing materials for Mercer’s wealth management and insurance services, addressing specific client needs.
Assist in organizing sales meetings, conferences, and events. Track and manage sales leads, client information, and sales pipeline data. Coordinate and schedule client meetings and follow-ups.
Maintain accurate and up-to-date sales records and documentation within CRM system.Supports the compliance officer to comply with CMA guidelines and Mercer Compliance requirements by maintaining client records.
Support clients onboarding process including KYC, contracting, and relevant documents such as engagement letters, and statement of work.
Technical Responsibilities:
Conduct research and analyze information on prospective clients and market trends within wealth management and insurance.
Coordinate with financial advisors, insurance specialists, and the wider team to gather data and insight for client presentations.
Maintain knowledge of Mercer’s investment products and services, and areas of collaboration among other Mercer departments and MMC sister companies.
Assist in onboarding new clients and ensuring a smooth transition. Respond to difficult internal inquiries and completes requests for information in a timely manner.Interpret data through dashboard integration to support the sales forecasting process.
Perform database management by maintaining databases and tracking and reporting systems.
Develop and manage campaigns based on client survey data and manages the progress of the campaigns.
Identify opportunities for campaigns through survey data that will lead to an increase in sales.
Develop and maintain relationships with business partners to support client relationship management.
Work in a dynamic and energetic team environment.Fast pace, exciting and friendly culture.Competitive compensation and time off.Attractive flex benefits package (medical/dental/vision insurance, life insurance, retirement plan).Career development opportunities.
In this role, you’ll be responsible for:
Understanding strategic growth and retention objectives and support reporting, analysis, planning, management routines and insights for business leadership.
Performing analysis on industries, prospects, and clients, including statistical analysis, performance measures, sales effectiveness and works with data to achieve certain outcomes.
Building reporting and performs ad-hoc special analysis in response to market events, new business needs or leadership needs.
Responding to difficult internal inquiries and completes requests for information in a timely manner.Interpreting data through dashboard integration to support the sales forecasting process.
Perform database management by maintaining databases and tracking and reporting systems.Developing and manage campaigns based on client survey data and manage the progress of the campaigns.
Identifying opportunities for campaigns through survey data that will lead to an increase in sales.
Developing and maintaining relationships with business partners to support client relationship management.
Providing training on MPower platform and on-going support for key stakeholders.
Organizing and support sales-related meetings and events. (Prepares and coordinates materials as needed).
Organizes and supports facilitation of zone-wide meetings and seminars.
Education
Undergraduate or post graduate degree (field is not relevant if candidate’s experience is relevant).
Experience
5-10 years of experience in sales or sales support role in the financial services industry, preferably with exposure to wealth management and/or insurance.
Experience working in investment consultancy is a plus!
Skills
Fluency in Arabic and English (written and spoken).Strong understanding of financial markets, investment products, and insurance concepts.
Strong organizational and time management skills.Excellent verbal and written communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).Ability to work independently and as part of a team.
Knowledge of investment products and financial markets is a plus.
Strong attention to details and accuracy.
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 $23 billion and more than 85,000 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 embracing 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, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, 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.
Location Olaya Highway, Olaya Tower, Riyadh 11583, Saudi Arabia Category Client Management & Sales Job Id R\_268051 Location Al Khozami Tower, P.O. Box 30554, Prince Turki bin Abdul Aziz Road, Al Khobar 31952, Saudi Arabia Category Client Management & Sales Job Id R\_269090 Location Olaya Highway, Olaya Tower, Riyadh 11583, Saudi Arabia Category Client Management & Sales Job Id R\_280679 Location Olaya Highway, Olaya Tower, Riyadh 11583, Saudi Arabia Category Client Management & Sales Job Id R\_279453 Location Olaya Highway, Olaya Tower, Riyadh 11583, Saudi Arabia Category Facilities & Business Services Job Id R\_286239 Location Olaya Highway, Olaya Tower, Riyadh 11583, Saudi Arabia Category Client Management & Sales Job Id R\_280679 Location Olaya Highway, Olaya Tower, Riyadh 11583, Saudi Arabia Category Client Management & Sales Job Id R\_279453 Location Al Khozami Tower, P.O. Box 30554,
