We are seeking ambitious, quick learners, who are looking to establish a career in investment management. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. This role is designed to allow employees to learn and develop their skills over time while taking on additional responsibilities as needed and when appropriate. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We invest in our employees through industry-leading, paid sales training opportunities to help educate on all things MFS and the financial markets. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement.
WHAT YOU WILL DO
Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-hoc basis.
Schedule and coordinate with both BOA's and Financial Advisors to attend large events, meetings and ad hoc requests from external wholesalers to make scheduling calls.
Initiate and follow-through on problem resolution and information requests.
Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions.
Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis.
Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters and various related external wholesaler tasks.
WHAT WE ARE LOOKING FOR
Bachelor's degree preferred or equivalent experience in a related field.
Strong verbal communication, organizational and interpersonal skills.
Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment.
Ability to work independently, providing simultaneous support to several individuals.
Strong attention-to-detail and highly analytical.
Position requires licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy.
Licensing of FINRA Series 63 or Securities Industry Essentials (SIE) is preferred.
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