DC Senior Regional Consultant - Hybrid Wealth Sales

Massachusetts Financial Services Company

Macon (GA)

Hybrid

USD 86,000 - 105,000

Full time

35 hours ago
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Benefits offered by this job

15% retirement match
Tuition reimbursement
Education assistance
Health and dental plans
Parental/maternity leaves
Wellness program

Job summary

Massachusetts Financial Services Company is seeking a Senior Regional Consultant to sell investment products through financial intermediaries across Broker-Dealer, Regional, Independent and Bank channels. The role demands strong sales leadership, relationship-building, and industry knowledge with travel required.

The position offers a hybrid work environment, base salary with commissions, and comprehensive rewards including education assistance, generous leave, and health plans.

Qualifications

  • BS degree or equivalent experience.
  • 8-12+ years of related experience.
  • Strong interpersonal, communication, and leadership skills.
  • Strong analytical, organizational, selling, and presentation skills.
  • In depth product and ERISA industry knowledge.
  • Ability to meet extensive travel requirements.
  • Proficiency in local language preferred.

Responsibilities

  • Conducts sales meetings with financial intermediaries to promote MFS sales and services to maximize territorial and divisional sales.
  • Serve as single point of contact and subject matter expert to MFS clients.
  • Develops and implements relationship strategies with clients.
  • Builds sales by identifying and prospecting new producers and relationships with territorial dealers.
  • Drives DC sales and wealth management opportunities within client bases.
  • Maintain CRM records and ensure timely expense reports.

Skills

Interpersonal skills
Communication
Leadership
Analytical thinking
ERISA knowledge

Education

Bachelor's degree

Job description

Massachusetts Financial Services Company is seeking a Senior Regional Consultant to sell investment products through financial intermediaries across Broker-Dealer, Regional, Independent and Bank channels. The role demands strong sales leadership, relationship-building, and industry knowledge with travel required.

The position offers a hybrid work environment, base salary with commissions, and comprehensive rewards including education assistance, generous leave, and health plans.

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