Mfs
financial services
InternalWholesaler
Neural analysis suggests this role is
optimal for Mid candidates.
“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.
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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