Institutional Investment Consulting Associate supporting a diverse range of institutional clients at Mercer. Collaborating with experts to build portfolios and analyze performance in a hybrid work environment.
About the role
- National Sales Director focused on transforming employee financial well-being at Norton LifeLock. Leading broker engagement and enterprise opportunities in financial wellness solutions.
Responsibilities
- Serve as an ambassador to the employee benefits and financial wellness ecosystem, representing Norton LifeLock’s expanding financial well-being solutions
- Own and develop financial wellness-focused segments within key broker and consultant relationships
- Educate brokers and employers on the value of financial wellness solutions, including personal financial management (PFM) tools, financial education & access to financial advisors, earned wage access (EWA), payroll deducted loans, student loan guidance & restructuring, and adjacent offerings
- Act as a strategic advisor to brokers, helping them position financial wellness as a core component of total rewards and employee well-being
- Identify, pursue, and qualify large employer opportunities in collaboration with broker partners or our existing Employer base
- Support account-based selling strategies within targeted broker books and enterprise employer segments
- Partner with internal marketing teams to support highly targeted outreach, campaigns, events, and broker education initiatives
- Participate in industry events, webinars, and thought-leadership initiatives to keep Norton LifeLock Benefit Solutions top of mind
- Collaborate closely with Employee Benefits, Sales Enablement, Partner Account Managers, Marketing, Legal, and Finance teams
- Maintain accurate pipeline management, forecasting, and activity tracking within CRM tools (e.g., Salesforce)
Requirements
- 5–7+ years of experience in employee benefits sales, financial wellness, voluntary benefits, or related B2B enterprise sales roles
- Experience working with employee benefit brokers, agents, and consultants
- Familiarity with financial wellness solutions such as earned wage access (EWA), financial education, employee loans, student loan assistance, or adjacent offerings strongly preferred
- Ability to present confidently to all key audiences
- Strong storytelling and communication skills with the ability to build compelling narratives
- Proficiency in Salesforce, LinkedIn Sales Navigator, and standard sales productivity tools
- Excellent presentation, negotiation, and relationship-management skills
- Willingness to travel 50–70% as needed to support broker and employer engagement.
Benefits
- Competitive benefits package
- Bonus incentives
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