Full-Time

Senior Regional Consultant

Retail

Confirmed live in the last 24 hours

MFS

MFS

1,001-5,000 employees

Fintech
Financial Services

Senior

Michigan, USA

Hybrid work environment; requires onsite presence.

Category
Field Sales
Sales & Account Management
Required Skills
Sales
Requirements
  • 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.
Responsibilities
  • 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.

Company Stage

N/A

Total Funding

N/A

Headquarters

Boston, Massachusetts

Founded

N/A

Growth & Insights
Headcount

6 month growth

3%

1 year growth

3%

2 year growth

3%
Simplify Jobs

Simplify's Take

What believers are saying

  • MFS's expansion into ETFs could open new revenue streams and attract a broader client base.
  • The appointment of Alison O'Neill as CIO and Edward Maloney as CEO suggests a strong leadership team poised to drive future growth.
  • MFS's focus on enhancing retirement plan offerings could increase client retention and satisfaction, particularly among retirees.

What critics are saying

  • The departure of long-term employees like Bryan Hall could lead to a loss of institutional knowledge and affect team dynamics.
  • The competitive landscape in asset management, especially with the entry into ETFs, poses challenges from established players.

What makes MFS unique

  • MFS Investment Management is focusing on expanding its ETF offerings, setting it apart from traditional asset managers who may not be venturing into this growing market.
  • The company's strategic hiring of industry experts like Vivian Tung from BNY Mellon indicates a commitment to strengthening its position in the ETF space.
  • MFS's proactive approach to addressing retirement plan concerns, such as inflation protection, demonstrates a client-centric strategy that differentiates it from competitors.

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