Internal Wholesaler

MFS Investment Management • Boston, MA

2d • $62,000 • Hybrid

About The Position

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. Using discretion and judgment, the Internal Wholesaler assists in developing, maintaining, and uncovering relationships with brokers selling MFS products. Work with Directors to manage territory; places calls and provides information about portfolio composition, relative performance and product design. Helps to promote the sale of MFS products and the retention of MFS assets, while providing a superior service and CRM support for the territory. WHAT YOU WILL DO Ability to help drive in new sales for MFS and to maintain the current asset level by developing relationships with existing clients. Provides sales support for the Directors in the maintenance of existing key clients relationships and the development of new accounts. Works with Directors to ensure that all clients are provided with quality client service efficiently and accurately. Assists in developing and implementing ideas to generate new sales. Works with the team to look for new and innovative ways to position existing products and generate additional interests. Coordinates business development to uncover new opportunities with new clients. Coordinates sales activities with Directors and Internal Sales Manager, and other departments in the company. Organizes conference calls, meetings and other activities. Understands and responds to standard client questions regarding economic conditions and patterns, financial data, and fund trends. Sends out requested literature, hypothetical illustrations and other sales supporting materials to prospective clients Uses CRM system to maintain database, record all client interactions, and market for new opportunities. Takes ownership of smaller accounts and takes clients through sales cycle Assumes additional responsibilities as requested. WHAT WE ARE LOOKING FOR 2-5+ years of industry experience required. Degree educated or equivalent experience. Experience as a Sales Representative or related experience at other financial services firm required. strong preference for candidates who are bilingual, specifically those who are fluent in Spanish. Demonstrated ability to work independently with a high degree of integrity. Proper organization and planning are must. Self-motivated, driven, and results oriented individual. Demonstrated sales skills, opening the call, probing, offering solutions, and closing the call. Ability to build ongoing relationships with brokers. Familiarity with Salesforce preferred but not required. FINRA licensing in accordance with MFS policy will be required. SIE, Series 7 and Series 66 or 63. #LI-HD1

Requirements

• 2-5+ years of industry experience required.
• Degree educated or equivalent experience.
• Experience as a Sales Representative or related experience at other financial services firm required.
• Demonstrated ability to work independently with a high degree of integrity.
• Proper organization and planning are must.
• Self-motivated, driven, and results oriented individual.
• Demonstrated sales skills, opening the call, probing, offering solutions, and closing the call.
• Ability to build ongoing relationships with brokers.
• FINRA licensing in accordance with MFS policy will be required.
• SIE, Series 7 and Series 66 or 63.

Nice To Haves

• strong preference for candidates who are bilingual, specifically those who are fluent in Spanish.
• Familiarity with Salesforce preferred but not required.

Responsibilities

• Ability to help drive in new sales for MFS and to maintain the current asset level by developing relationships with existing clients.
• Provides sales support for the Directors in the maintenance of existing key clients relationships and the development of new accounts.
• Works with Directors to ensure that all clients are provided with quality client service efficiently and accurately.
• Assists in developing and implementing ideas to generate new sales.
• Works with the team to look for new and innovative ways to position existing products and generate additional interests.
• Coordinates business development to uncover new opportunities with new clients.
• Coordinates sales activities with Directors and Internal Sales Manager, and other departments in the company.
• Organizes conference calls, meetings and other activities.
• Understands and responds to standard client questions regarding economic conditions and patterns, financial data, and fund trends.
• Sends out requested literature, hypothetical illustrations and other sales supporting materials to prospective clients
• Uses CRM system to maintain database, record all client interactions, and market for new opportunities.
• Takes ownership of smaller accounts and takes clients through sales cycle
• Assumes additional responsibilities as requested.

Benefits

• MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans and an and an employer contribution into the Health Savings Account
• Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees