THE ROLE
Using discretion and judgment, works with wholesaler to assist with territory; places calls and provides information about portfolio composition, relative performance and product design; and develops and maintains relationships with registered representatives to promote the sale of MFS products and the retention of MFS assets.

WHAT YOU WILL DO

• 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.

WHAT WE ARE LOOKING FOR

• 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.

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