THE ROLE
The Senior Regional Consultant will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels within Connecticut, Rhode Island, Vermont and Western Massachusetts.
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.
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