Retail Internal Specialist

MFS Investment Management is dedicated to fostering a supportive culture that prioritizes collaboration and community care. The Retail Internal Specialist role involves developing and maintaining relationships with brokers, promoting MFS products, and providing superior service and CRM support. The position requires strong communication skills and a Bachelor's degree, along with relevant FINRA registrations.

Responsibilities

• Assists in developing, maintaining, and uncovering relationships with brokers selling MFS products
• 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

Skills

• Bachelor's degree or equivalent preferred
• Bilingual: Spanish speaking requirement
• Strong presentation, communication, and organization skills required
• Position requires FINRA Series 7 and 63 registrations in accordance with MFS's licensing policy
• 0-2+ experience at MFS (one year in a marketing position or client services), 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

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

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