MFS Investment Management
Senior Regional Consultant-Retail (NYC)
Remote Office NY, NY
Aug 3, 2024
fulltime
Full Job Description

THE ROLE

The Senior Regional Consultant/External Wholesaler will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels within New York City.


WHAT YOU WILL DO

  • Conducts sales meetings with financial intermediaries to promote MFS sales and services.

  • Works closely with Managing Director developing appropriate business plan to maximize territorial sales.

  • Builds strong sales skills and stays abreast of industry trends through interaction with corporate team, training, continuing ed. requirements, and sales meetings.

  • Ensures compliance with internal and external rules, policies and procedures as well as all regulatory requirements.

  • Provides top quality service to accounts to ensure growth and retention of assets and clients.

  • Builds sales by identifying and prospecting new producers.

  • Coordinates sales efforts with home office sales representatives.

  • Attends conferences as needed and communicates information back to home office personnel.

  • Performs additional duties as required.


WHAT WE ARE LOOKING FOR

  • Bachelor's degree preferred.

  • Minimum of two years of direct field sales or related experience required, five years preferred.

  • Strong interpersonal, communication, analytical, organizational, and selling skills.

  • Strong presentation skills.

  • In depth product and industry knowledge.

  • Ability to meet extensive travel requirements.

  • Position requires FINRA series 7 and 63 registrations in accordance with MFS' licensing policy.

#LI-JN1

Expected Base Salary: $75,000

PDN-9cacbdc7-882d-4608-9d3c-2b3abcb385b2
Job Information
Job Category:
Accounting
Spotlight Employer
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Senior Regional Consultant-Retail (NYC)
MFS Investment Management
Remote Office NY, NY
Aug 3, 2024
fulltime
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