Internal Wholesaler

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, works with wholesaler to assist with 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.

WHAT YOU WILL DO

• Works closely with wholesalers to implement MFS marketing strategies to assist with assigned territory. Prepares weekly action plan and reviews it daily to determine each day's call plan.
• Develops sales leads by applying the advanced selling techniques and methods communicated in FSI Sales Training program. Runs hypothetical illustrations and organizes sales proposals for large potential accounts.
• Documents and follows up on sales leads generated by the inbound call group.
• Contacts registered representatives to provide detailed information about MFS products and special offerings and promotions to enhance sales.
• Conducts conference calls with brokers, agents and their clients to discuss MFS products.
• 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.

WHAT WE ARE LOOKING FOR

• Bachelor's degree or equivalent experience preferred.
• Strong presentation, communication, and organization skills required.
• Position requires FINRA SIE, Series 7 and 63 registrations in accordance with MFS’s licensing policy.
• Preferred experience: Two years’ of related experience at another financial services firm or 0-2+ years of experience at MFS.
• Must have either an extensive knowledge of MFS products and/or experience with the sales of other financial products.

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At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

What we offer:

• Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
• Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
• Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
• Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
• Life & Disability Benefits: Company-paid basic life insurance and short-term disability
• Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email [email protected] for assistance. 

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.