Inbound Sales Representative - Phoenix Inbound Sales Representative - Phoenix …

MFS Investment Management
in Phoenix, AZ, United States
Permanent, Full time
Be the first to apply
Competitive
MFS Investment Management
in Phoenix, AZ, United States
Permanent, Full time
Be the first to apply
Competitive
Inbound Sales Representative - Phoenix
Whether you're an investment professional, an expert in sales or a technology specialist, you'll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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.


Job Description We are seeking ambitious, quick-learners, who are looking to establish a career in investment management. As an Inbound Sales Representative, you are the first level of response for financial advisor inquiries. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. Our Inbound Sales team take calls from financial advisors who currently or are interested in, recommending MFS funds. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement.
PRINCIPLE RESPONSIBILITIES:
  • Responds to telephone inquiries regarding information on investment updates utilizing various internal resources to keep abreast of the stock and bond market outlooks, portfolio strategies and legislative changes.
  • Ability to leverage the Morningstar analytical tool to run hypotheticals, fund vs fund comparisons, Investment Growth, Investment Details, Stock Intersection Rolling Return, and Correlation Reports and interpret and convey information to advisors in a manner that is compliant with FINRA and MFS standards.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • In-depth knowledge of Independent and Wirehouse firms including advisor structure, appropriate materials, platforms and ideas that align with home office directed themes.
  • Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters, new products and various related external wholesaler tasks.

QUALIFICATIONS:
  • Bachelor's degree preferred.
  • Minimum 1 year of relevant experience required.
  • Position requires FINRA Series 63 and FINRA Series 6, which must be obtained promptly after hire in accordance with MFS' licensing policy.
  • Demonstrated initiative in assuming additional responsibilities in current/prior roles.
  • Demonstrated team player.
  • Strong verbal communication skills.
  • Self-motivated to learn complex topics and articulate in simple terms to our clients.


If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.

MFS is an Affirmative Action and 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. " Click here to view the 'EEO is the Law' poster and supplement ."
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