Internal Sales Co-op Spring 2027 (January - June)

MFS•Boston, MA

1d•Hybrid

About The Position

This Co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience including: Co-Op New Hire Orientation, Senior Leadership Speaker Series, Social & Networking Events, and Presentation Challenges. At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how sales work at an asset manager. MFS co-op positions are a 6-month commitment, working Monday – Friday (beginning on Wednesday, January 13th through Friday June 25th, 2027), and work between 35-40 hours. Our program is designed for undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements. The Inbound Sales Co-Op participant is an integral part of the Inside Sales Team and are provided with tasks that provide tremendous educational exposure. This position offers a great opportunity for someone interested in starting a career in sales. The Inbound Sales Co-op will assist all areas of the department on product distribution activities. In addition, gain a fundamental understanding of the financial services industry by working with numerous stakeholders of the organization. The environment is fast paced, dynamic, fun and engaging.

Requirements

Proven attention to detail and strong organizational skills.
Strong written and verbal communication.
Ability to manage multiple tasks and projects effectively and efficiently.
Working knowledge of computer-based programs including MS Word and Excel.
Familiarity with Salesforce and Tableau.
Undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements.

Responsibilities

Maintain C360 (SalesForce) system activity for Inside Sales: Adding new advisors, updating advisor information, and scheduling activities.
Order product materials for dissemination through our Harte Hanks account.
Customized Seminar invites, postcards and document on demands Books
Coordinating literature and marketing materials for external field force and ISF
Provide up to date market statistics for the ISF and Field Force on a daily basis
Learn about financial hypothetical illustrations and bind literature materials etc. for advisors to utilize during wholesaler meetings
FINRA Broker checks to verify they are advisors per Compliance.
Scheduling and set up for meetings, book conference rooms, organize video conferencing needs.
Run weekly activity reports for the ISF.