Mfs
investment management
RetailInternalAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Retail Internal Associate at Mfs. Skills: sales pipeline building, knowledge of the market, knowledge of MFS products. building our sales pipeline by engaging with advisors. displaying extensive knowledge of the market and MFS products”
What You'll Achieve.
building our sales pipeline; Creates sales leads for all distributions channels
Industry & Context.
Initiate and follow-through on problem resolution; highly analytical
must be currently authorized to work in the United States on a full-time basis, not eligible for sponsorship
What They're Looking For.
Must Have
FINRA Series 63, FINRA Series 7
Nice to Have
FINRA Series 63 or Securities Industry Essentials (SIE)
What You'll Do.
building our sales pipeline by engaging with advisors
displaying extensive knowledge of the market and MFS products
Interface with internal sales representative and wholesalers providing appropriate firm
performance and other data on both a regular and ad-hoc basis
Schedule and coordinate with both BOA's and Financial Advisors to attend large events
meetings and ad hoc requests from external wholesalers to make scheduling calls
Initiate and follow-through on problem resolution and information requests
respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions
Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities
Assists with backup support in absence of internal wholesaler includes making thank you calls
assisting with service matters and various related external wholesaler tasks
How You'll Work.
Team & Collaboration
work together to reach better outcomes; Interface with internal sales representative and wholesalers; Assists with backup support in absence of internal wholesaler
Communication Scope
verbal communication; positive phone presence
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. We are seeking ambitious, quick learners, who are looking to establish a career in investment management. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. This role is designed to allow employees to learn and develop their skills over time while taking on additional responsibilities as needed and when appropriate. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We invest in our employees through industry-leading, paid sales training opportunities to help educate on all things MFS and the financial markets. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement. **WHAT YOU WILL DO** * Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-hoc basis. * Schedule and coordinate with both BOA's and Financial Advisors to attend large events, meetings and ad hoc requests from external wholesalers to make scheduling calls. * Initiate and follow-through on problem resolution and information requests. * Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions. * Creates sales leads for all distributions channels by providing informatio
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