Retail Internal Associate

About the role

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.

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.

Qualifications

• 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 but not required.

Pay

Base Salary: $60,000.00. This position is eligible for competitive commission pay.

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 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.