Full Job Description
THE ROLE
The External Wholesaler will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels within Minnesota.
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.
#MBLI
Job Information
Job Category:
Accounting
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