Inside Wholesaler/Regional Sales Representative-DCI (Boston)
MFS Investment Management - Phoenix, AZ

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About MFS®:
In 1924 MFS® established the first mutual fund to help make the US stock market more accessible to the average investor. Today, that commitment to investors remains evident in everything about the firm. At MFS® we hire talented individuals and allow them to work together. Office doors are always open, and everyone is on a first-name basis. We believe the best ideas emerge from a culture of collaboration.

Job Summary:
Using discretion and judgment, works with wholesaler to strategically manage territory; places calls and provides information about portfolio composition, relative performance and product design; and develops and maintains relationships with registered representatives to promote the sale of MFS products and the retention of MFS assets. MFS is looking for someone with an expertise selling Retirement plans.

Principal Responsibilities :
Works closely with wholesalers to develop sales and marketing strategy to manage assigned territories.
Contacts client firm wholesalers and sales desk representatives to promote MFS sub accounts in a variety of products.
Provides client performance information and competitor information to share with ISG home office and field force.
Develops and distributes sales ideas for use by ISG and client firm wholesalers.
Maintains sales representative tracking system by updating, correcting or recording information as necessary.
Develops communication and presentation skills to travel with wholesalers and make sales presentations and conduct ad-hoc meetings as necessary.
Performs additional duties as requested.

Qualifications:
Retirement related experience either in a DC position or working for a platform
Bachelor's degree or equivalent.
Minimum of one and a half years' experience at MFS (one year in a marketing position or client services), two years' related experience at another financial services firm.
Must have either an extensive knowledge of MFS products or experience with the sales of other financial products.
Strong presentation, communication, and organization skills required.
Position requires an NASD Series 6 and 63 registrations in accordance with MFS's licensing policy.

www.mfs.com/careers

MFS Investment Management - 15 months ago - save job - block
About this company
18 reviews
Massachusetts Financial Services (aka MFS Investment Management) offers more than 50 mutual funds, as well as annuities, separately managed...