Internal Wholesaler
| Company | MFS |
|---|---|
| Location | Boston, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 0-2+ experience at MFS (one year in a marketing position or client services), or two years’ related experience at another financial services firm.
- Must have either an extensive knowledge of MFS products or experience with the sales of other financial products.
- Bachelor’s degree or equivalent preferred.
- Strong presentation, communication, and organization skills required.
- Position requires FINRA Series 7 and 63 registrations in accordance with MFS’s licensing policy.
Responsibilities
- Works closely with wholesalers to implement MFS marketing strategies to assist with 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 in FSI Sales Training program. Runs hypothetical illustrations and organizes sales proposals for large 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 and special 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 recording information as necessary.
- Develops communication and presentation skills to travel with wholesalers and make sales presentations and conduct ad-hoc meetings as necessary.
- Performs additional duties as requested.
Preferred Qualifications
-
No preferred qualifications provided.