Senior Regional Sales Consultant

2 weeks ago


Minneapolis, Minnesota, United States MFS Investment Management Full time

POSITION OVERVIEW

The Senior Regional Sales Consultant will be responsible for promoting and selling MFS Investment products and services through various financial intermediaries across multiple channels including Broker-Dealer, Regional, Independent, and Bank sectors.


KEY RESPONSIBILITIES

  • Facilitates sales presentations with financial intermediaries to enhance the visibility of MFS offerings.
  • Collaborates closely with the Managing Director to devise a strategic business plan aimed at optimizing sales within the designated territory.
  • Develops robust sales capabilities and remains informed about industry developments through engagement with the corporate team, ongoing training, and participation in sales meetings.
  • Ensures adherence to both internal and external regulations, policies, and procedures, as well as all relevant compliance requirements.
  • Delivers exceptional service to accounts to foster growth and maintain client relationships.
  • Identifies and engages potential new producers to expand sales opportunities.
  • Coordinates sales initiatives with home office representatives to enhance overall effectiveness.
  • Participates in industry conferences as necessary and relays pertinent information back to home office staff.
  • Undertakes additional responsibilities as required.


QUALIFICATIONS

  • A Bachelor's degree is preferred.
  • A minimum of two years of direct sales experience or a related field is required, with five years being preferred.
  • Excellent interpersonal, communication, analytical, organizational, and sales skills are essential.
  • Strong presentation abilities are necessary.
  • Comprehensive knowledge of products and the investment industry is required.
  • Willingness to meet extensive travel obligations is necessary.
  • This position necessitates FINRA series 7 and 63 registrations in accordance with MFS' licensing policies.

#MBLI



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