Mfs

financial services

InternalWholesaler

Chile FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Internal Wholesaler at Mfs. Skills: Sales, Client relationships, Financial markets. Drive new sales. Maintain current asset levels”

What You'll Achieve.

Help drive new sales; Maintain current asset levels

Industry & Context.

financial services

What They're Looking For.

Must Have

Fluent in Spanish & English, 2–5+ years of industry experience required, Degree educated or equivalent experience, Experience within sales, client service, or related roles at a financial services firm, Demonstrated ability to work independently with a high degree of integrity, organizational, planning, and time management skills are required, Ability to manage multiple priorities in a fast-paced environment while maintaining attention de detail, Self-motivated, proactive, and result-oriented individual with communication and relationship-building skills, Demonstrated sales skills, including client engagement, identifying opportunities, offering solutions, and maintaining ongoing relationships with brokers and clients, Interest in financial markets and investment products, with the ability to communicate product-related concepts effectively, Experience using CRM systems and maintaining accurate client activity records

What You'll Do.

Maintain current asset levels

Develop relationships with existing clients

Identify new business opportunities

Provide sales support to Directors

Manage key client relationships

Ensure clients receive high-quality service

Develop and implement ideas

Generate new sales opportunities

Increase client engagement

Position MFS products effectively

Coordinate business development efforts

Uncover opportunities with clients

Coordinate sales activities

Respond to client questions

Prepare and send requested literature

Maintain accurate client records

Record client interactions

Support pipeline management

Track follow-up activity

Identify new opportunities

Take ownership of smaller accounts

Help clients progress through sales cycle

Support additional responsibilities and projects

How You'll Work.

Team & Collaboration

Working closely with sales directors; Coordinate sales activities with Directors, Internal Sales Manager, and other departments

Communication Scope

communication and relationship-building skills

Full Job Description

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 ROLE** Using discretion and judgment, the Internal Wholesaler assists in developing and maintaining relationships, while identifying new opportunities with financial intermediaries distributing MFS products. Working closely with sales directors, the role supports territory management through proactive client engagement, market and competitor awareness, sales idea generation, business development activity, sales coordination, and disciplined use of CRM. This role provides information regarding markets, portfolio positioning, and performance, while helping to promote the sale and retention of MFS products through a high standard of client service. **WHAT YOU WILL DO** * Help drive new sales for MFS and maintain current asset levels by developing relationships with existing clients and identifying new business opportunities. Provide sales support to Directors in the management of key client relationships and the development of new accounts. * Work closely with Directors to ensure clients receive high-quality service in an efficient, accurate, and timely manner. * Assist in developing and implementing ideas to generate new sales opportunities, increase client engagement, and position MFS products effectively across the territory. * Coordinate business development efforts to uncover opportunities with prospective and existing clients. * Coordinate sales activities with Directors, Internal Sales Manager, and other departments across the company, including conference calls, client meetings, roadshows, follow-up activity

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