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MFS Investment Management · 1 month ago

Internal Wholesaler

Boston

Full-time

Hybrid

Entry, Mid Level

$62K/yr - $62K/yr

2+ years exp

MFS Investment Management is a company that values collaboration and community support. The Internal Wholesaler will assist in developing and maintaining relationships with brokers, promote MFS products, and provide superior service and CRM support while working closely with Directors to manage territory and sales activities.

EducationHigher EducationVenture Capital

Responsibilities

Ability to help drive in new sales for MFS and to maintain the current asset level by developing relationships with existing clients. Provides sales support for the Directors in the maintenance of existing key clients relationships and the development of new accounts

Works with Directors to ensure that all clients are provided with quality client service efficiently and accurately

Assists in developing and implementing ideas to generate new sales. Works with the team to look for new and innovative ways to position existing products and generate additional interests

Coordinates business development to uncover new opportunities with new clients

Coordinates sales activities with Directors and Internal Sales Manager, and other departments in the company. Organizes conference calls, meetings and other activities

Understands and responds to standard client questions regarding economic conditions and patterns, financial data, and fund trends

Sends out requested literature, hypothetical illustrations and other sales supporting materials to prospective clients

Uses CRM system to maintain database, record all client interactions, and market for new opportunities

Takes ownership of smaller accounts and takes clients through sales cycle

Assumes additional responsibilities as requested

Qualification

Sales experienceClient relationship managementFINRA licensingSalesforce familiarityBilingual (Spanish)Self-motivatedResults orientedIntegrityOrganizational skills

Required

2-5+ years of industry experience required

Degree educated or equivalent experience

Experience as a Sales Representative or related experience at other financial services firm required

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

FINRA licensing in accordance with MFS policy will be required. SIE, Series 7 and Series 63

Preferred

strong preference for candidates who are bilingual, specifically those who are fluent in Spanish

Familiarity with Salesforce preferred but not required

Benefits

MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k)

Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider

Education Assistance: Tuition reimbursement up to $8,000 annually

Education Assistance: Access to discounted tutors and college coaches

Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves

Choice of medical and dental plans and an and an employer contribution into the Health Savings Account

Tax deferred commuter benefits & flexible spending accounts (medical & dependent care)

Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps

Company

MFS Investment Management

Glassdoor4.1

Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college It is a sub-organization of Sun Life U.S..

Founded in 1924

Boston, Massachusetts, USA

1001-5000 employees