Retail Internal Associate
Retail Internal Associate
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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.
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 selfstarter with a positive phone presence has a teamplayer mentality and is eager to learn. We invest in our employees through industryleading paid sales training opportunities to help educate on all things MFS and the financial markets. We provide ongoing 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 adhoc basis.
Schedule and coordinate with both BOAs and Financial Advisors to attend large events meetings and ad hoc requests from external wholesalers to make scheduling calls.
Initiate and followthrough 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
Bachelors 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 fastpaced environment.
Ability to work independently providing simultaneous support to several individuals.
Strong attentiontodetail 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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At MFS we are dedicated to building a diverse inclusive and authentic workplace. If you are excited about this role but your past experience doesnt align perfectly we encourage you to apply you might be just the right candidate for this role or others.
What we offer:
- Generous timeoff 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 backup care program dependent care flexible spending account adoption assistance generous caregiver leave
- Health and Welfare: Competitive medical vision and dental plans plus taxfree 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: Companypaid basic life insurance and shortterm 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 fulltime 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 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.
Required Experience:
IC
Employment Type
Full-Time
