Insurance Advisor (California)

Mercer Advisors(3 months ago)

RemoteFull TimeSenior$102,000 - $120,000Insurance Solutions

About this role

Mercer Advisors is seeking an Insurance Advisor to support their Insurance Solutions team across the Eastern and Western US. The role involves working with wealth advisors and clients to provide insurance advice, support, and risk management solutions, focusing on life, long-term care, and annuities. The position aims to enhance client and advisor engagement and ensure optimal risk mitigation strategies.

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Required Skills

Insurance
Life Insurance
Long Term Care
Annuities
Risk Management
Financial Planning
Customer Relationship Management
Communication
Policy Illustration
Product Knowledge

About Mercer Advisors

merceradvisors.com

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.

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