Internal Wholesaler
Phoenix, AZ 
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Posted 1 day ago
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.

What you will be responsible for:

Using discretion and judgment, works with wholesaler to strategically manage territory; placescalls and provides information about portfolio composition, relative performance and productdesign; and develops and maintains relationships with registered representatives to promote thesale of MFS products and the retention of MFS assets.

PRINCIPAL RESPONSIBILITIES:

  • Works closely with wholesalers to develop marketing strategy to manage 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 inFSI Sales Training program. Runs hypothetical illustrations and organizes sales proposals forlarge 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 andspecial 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 recordinginformation as necessary.
  • Develops communication and presentation skills to travel with wholesalers and make salespresentations and conduct ad-hoc meetings as necessary.
  • Performs additional duties as requested.


JOB REQUIREMENTS:

  • Bachelor's degree preferred or equivalent experience.
  • Minimum of one and a half years' experience at MFS (one year in a marketing position or clientservices), two years' related experience at another financial services firm.
  • Must have either an extensive knowledge of MFS products or experience with the sales of otherfinancial products.
  • Strong presentation, communication, and organization skills required.
  • Position requires FINRA Series 6 and 63 registrations in accordance with MFS's licensing policy.

#LI-HYBRID

#LI-HD1

#LI-HYBRID

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

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

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.

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 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.


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. Click here to view the EEO is the Law poster and supplement.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
1+ years
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