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Senior Regional Consultant - Retail

Senior Regional Consultant - Retail

MFS Investment ManagementRemote Office MI, MI, United States
9 days ago
Job type
  • Full-time
  • Remote
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 the Michigan area.

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

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