Sales and Sales Strategy Co-op Opportunity at MFS Investment Management

4 weeks ago

Boston, Massachusetts, United States MFS Investment Management Full time

At MFS Investment Management, we foster a culture that supports our employees in doing what they do best. Our collaborative environment encourages teamwork to achieve better outcomes, prioritizing the strongest idea over the strongest individual. We put people first, demonstrating care and compassion for our community and each other. Our work 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.

The Role

As a Sales and Sales Strategy Co-op, you will have the opportunity to share your voice and talents, tackle challenging problems, create solutions, and collaborate with dedicated colleagues. This co-op experience provides participants with a meaningful, relevant work experience as part of their academic studies. In addition to daily responsibilities, participants will have the opportunity to participate in a series of structured activities designed to enhance their learning experience, including:

  • Co-op New Hire Orientation
  • Senior Leadership Speaker Series
  • Social & Networking Events
  • Presentation Challenges

At the conclusion of this position, co-ops will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how sales works at an asset manager. MFS co-op positions are a 6-month commitment, working Monday - Friday, and require a commitment of 35-40 hours per week. Our program is designed for undergraduate students who are currently enrolled in a co-op program through their college or university and can meet our requirements.

About Sales Co-ops

At MFS Investment Management, our sales units are aligned with our clients. MFSI (MFS Institutional Advisors, Inc.) offers a range of equity and fixed-income products through institutional vehicles and separately managed accounts. MFD (MFS Fund Distributors, Inc.) holds our retail teams that offer MFS mutual funds and managed account products to U.S.-based customers. Our sales co-ops are considered an integral part of the team and are provided with tasks that provide tremendous educational exposure. These positions offer a great opportunity for someone interested in starting a career in sales. The co-ops will assist all areas of the department on product distribution activities. In addition, the co-ops will gain a fundamental understanding of the financial services industry by working with numerous stakeholders of the organization. The environment is fast-paced, dynamic, fun, and engaging. Positions in Sales include:

  • Institutional Sales Co-op
  • Inbound Sales Co-op
  • DCI Sales Co-op
Responsibilities

As a Sales and Sales Strategy Co-op, your responsibilities will include:

  • Utilizing Salesforce CRM database as a central resource to maintain and track all appropriate contacts and activities. Generating regular and custom activity/opportunity/consultant reports as necessary. Thinking creatively about how the team can best leverage the CRM system to meet sales goals.
  • Territory-specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes, and creating labels.
  • Scheduling and setting up for meetings, booking conference rooms, organizing video conferencing needs.
  • Running call reports for the team on a daily and monthly basis.
  • Further strengthening public speaking skills by presenting an MFS sales pitch among your peers and management for evaluation and constructive criticism.
Requirements

We are seeking students with a strong interest in financial services, ideally in sales and marketing. Creativity, flexibility, and a sincere interest in learning are highly valued. Strong Excel and PowerPoint skills are also required. Team-oriented, yet able to work independently, providing simultaneous support to several individuals. Strong communication, organizational, and interpersonal skills, with a keen attention to detail. Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment.

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