Senior Regional Consultant - Retail

MFS Investment Management • Michigan-Remote, MI

10d • 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. The Senior Regional Consultant will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels to achieve sales goals.

Requirements

• Bachelors degree or equivalent experience.
• 8-12+ years of related experience required.
• Strong interpersonal, communication, and leadership skills.
• Strong analytical, organizational, selling, and presentation skills.
• In depth product and industry knowledge.
• Ability to meet extensive travel requirements.
• Ability to balance personal territory production with management responsibilities.
• Proficiency in local language preferred.
• Position requires FINRA licensing in accordance with MFS’s policy: SIE, Series 63 and Series 7.

Responsibilities

• Conducts sales meetings with financial intermediaries to promote MFS sales and services to maximize territorial and divisional sales.
• Develops and implements sales strategies and ensure these align with MFS company goals, our purpose, and priorities.
• Demonstrates expertise in sales.
• Works in partnership with Sales, Client Service, Product, Compliance, and Marketing.
• Serve as single point of contact and subject matter expert to MFS clients.
• Responsible for managing and responding to their needs in a timely manner.
• Develops and implements relationship strategies with clients.
• Works with all areas of the MFS Sales team including Sales Desk, Client Service, Product, and Marketing in developing, delivering, and monitoring the wholesaler business plan to achieve divisional and company goals.
• Provides top quality service to accounts to ensure growth and retention of assets and clients.
• Builds sales by identifying and prospecting new producers.
• Identifies and develops new relationships with territorial dealers.
• Engages with regional top tier firms and looks to identify opportunities within the region following strategy developed by Sales leadership team.
• Works within MFS/MIL (MFS International Limited) sales and marketing teams to develop full understanding of link between regional based institutions and their global networks outside of their home market.
• Manages sales efforts with home office sales representatives to execute territorial business plans with MFS field partners.
• Ensures all data on clients in the region/territory are recorded and correct; maintains and updates appropriate CRM systems and stores documentation in C360 so it is accessible to all.
• Adheres to timely submission of expense reports.
• Represents MFS at appropriate forums, e.g., in meetings with clients, shareholders and the general investment public.
• Attends conferences or regulatory events as needed and communicates information to wholesalers and home office personnel.
• Build strong sales skills and keeps abreast of industry trends through interaction with corporate team, training, continuing education requirements, and sales meetings.
• Continually keep up to date on local regulatory framework and changes as well as country specific items that impact the territory/region.
• Ensures compliance with all internal MFS regulations and external regulatory requirements, policies and procedures, including distribution of approved literature to financial intermediaries.
• Assumes additional duties as required.

Benefits

• Competitive commission pay
• 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: Senior