Internal Wholesaler-Offshore
MFS Investment Management - Boston, MA

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BASIC PURPOSE : Using discretion and judgment, develops and maintains relationships with brokers selling MFS International products. Works with wholesaler(s) to strategically manage territory; places calls and provides information about portfolio composition, relative performance and product design. Promotes the sale of MFS International products and the retention of MFS assets. PRINCIPAL RESPONSIBILITIES: Ability to drive in new sales for MIL and to maintain the current asset level by developing proper relationships with the broker dealer and banking communities. Provides sales support for and assistance to the international wholesaler in the maintenance of existing key broker relationships and the development of new key accounts, including travel within the territory. Prospects and qualifies brokers by telephone. Works to turn prospects into producers. Develops and implements programs to generate new sales by the brokers. Looks for new and innovative ways to position existing products in the new light to generate additional interest. Writes a quarterly sales plan. Understands and responds to brokers questions regarding economic conditions and patterns, financial data, and fund trends. Basic understanding of competitors' products and looks for way to position MIL's products against them. Works with internal sales team to ensure that all brokers are provided with quality sales service efficiently and accurately. Develops sales literature and sales ideas. Sends out requested literature, hypothetical illustrations and other sale supporting materials. Follows up on all to ensure receipt and understanding, and uses as an opportunity to answer questions. Maintains accurate e mail distribution list for monthly electronic communication. Organizes conference calls, meetings, and other activities as required by the manager. Coordinates all sales activities with the wholesaler, the International Department, and other departments in the company. Develops records of clients and prospects to be used for marketing purposes. Uses Rep tracking system to put notes on system to record broker conversations. Develops and maintains information about competitors' products and sales and marketing tools. Assumes additional responsibilities as requested. JOB REQUIREMENTS : Bachelor's degree or equivalent experience. Fluency in foreign language business and casual - Spanish required. Minimum of one year of experience as an International Sales Rep or two years' of related experience at other financial services firm. Position requires FINRA Series 7 and 63 registrations in accordance with MFS's licensing policy. Demonstrated ability to work independently with a high degree of integrity. Proper organization and planning are must. Self motivated, driven, and results oriented individual. Demonstrated sales skills, opening the call, probing, offering solutions, and closing the call. Ability to build ongoing relationships with brokers.
MFS Investment Management - 18 months ago - save job - block
About this company
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Massachusetts Financial Services (aka MFS Investment Management) offers more than 50 mutual funds, as well as annuities, separately managed...