MFS Investment Management is a company that values collaboration and employee development. They are seeking an ambitious Retail Internal Associate to help build their sales pipeline by engaging with advisors and providing information on MFS products and the financial market.
Responsibilities
- 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
Skills
- 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
- Bachelor's degree preferred or equivalent experience in a related field
- Licensing of FINRA Series 63 or Securities Industry Essentials (SIE) is 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 Overview
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.. It was founded in 1924, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.mfs.com.
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