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.
The Senior Regional Consultant - DC will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels to achieve sales goals.
Conducts sales meetings with financial intermediaries to promote MFS sales and services to maximize territorial and divisional sales. Develops and implements sales strategies and ensure these align with MFS company goals, our purpose, and priorities. Demonstrates expertise in sales. Works in partnership with Institutional, MFD, Client Service, Product, Compliance, and Marketing.
Serve as single point of contact and subject matter expert to MFS clients. Responsible for managing and responding to their needs in a timely manner. Develops and implements relationship strategies with clients.
Works with all areas of the MFS Sales team including Consultant Relations, Platform Teams, Sales Desk, Client Service, Product, and Marketing in developing, delivering, and monitoring the wholesaler business plan to achieve divisional and company goals.
Provides top quality service to accounts to ensure growth and retention of assets and clients.
Builds sales by identifying and prospecting new producers. Identifies and develops new relationships with territorial dealers. Engages with regional top tier firms and looks to identify opportunities within the region following strategy developed by Sales leadership team.
Works with MFD retail field to drive DC sales and wealth management opportunities within their clients.
Works within MFS Institutional/MIL (MFS International Limited) sales and marketing teams to develop full understanding of link between regional based institutions and their global networks outside of their home market.
Ensures all data on clients in the region/territory are recorded and correct; maintains and updates appropriate CRM systems and stores documentation in C360 so it is accessible to all. Adheres to timely submission of expense reports.
Represents MFS at appropriate forums, e.g., in meetings with clients, shareholders and the general investment public. Attends conferences or regulatory events as needed and communicates information to sales teams and home office personnel. Build strong sales skills and keeps abreast of industry trends through interaction with corporate team, training, continuing education requirements, and sales meetings.
Continually keep up to date on local regulatory framework and changes as well as country specific items that impact the territory/region. Ensures compliance with all internal MFS regulations and external regulatory requirements, policies and procedures, including distribution of approved literature to financial intermediaries.
8-12+ years of related experience required.
Strong interpersonal, communication, and leadership skills.
Strong analytical, organizational, selling, and presentation skills.
In depth product and ERISA industry knowledge.
Ability to meet extensive travel requirements.
History of relationships and sales success in the assigned territory.
Position requires FINRA licensing in accordance with MFS’s policy.
At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.
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 617-954-5000or email [email protected] for assistance.
MFS is an 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, linked for your reference.
Originally posted on Himalayas
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