Inbound Sales Intern — Hybrid (Finance & Investments)

Massachusetts Financial Services Company; Phoenix (AZ); Hybrid; USD 29,000 - 34,000; Full time

Job summary

Massachusetts Financial Services Company (MFS) offers a Summer Internship in Inside Sales. The program runs 10-12 weeks starting June 9, 2027, and ending August 13, 2027. Students work full-time, 35-40 hours per week and are paid hourly. All applicants must be authorized to work in the United States. Internships are open to students who are rising seniors (class of 2028).

MFS is a hybrid work environment (with 2 remote days and 3 on-site days) unless otherwise stated in the job posting.

Qualifications

• Proven attention to detail and strong organizational skills.
• Strong written and verbal communication.
• Ability to manage multiple tasks and projects effectively and efficiently.
• Working knowledge of computer based programs including MS Word and Excel.

Responsibilities

• Maintain CRM system activity for Inside Sales: Adding new advisors, updating advisor information, and scheduling activities.
• Order product materials for dissemination through our Harte Hanks account.
• Distribute literature orders to multiple financial branches
• Customized Seminar invites, postcards and document on Demands Books
• Territory specific mailings: ordering literature (either through Harte-Hanks or by the copy center) stuffing envelopes, and creating labels.
• Research stock market information such as group-tickers and update fund materials
• Learn about financial hypothetical illustrations and bind literature materials etc. for advisors to utilize during wholesaler meetings
• FINRA Broker checks to verify they are advisors per Compliance.
• Scheduling and set up for meetings, book conference rooms, organize video conferencing needs.
• Run call reports: sales desk and Inbound, on a daily and monthly basis.

Skills

Attention to detail

Written communication

Verbal communication

Multitasking

MS Word

MS Excel

Tools

MS Word

MS Excel

Job description

Massachusetts Financial Services Company (MFS) offers a Summer Internship in Inside Sales. The program runs 10-12 weeks starting June 9, 2027, and ending August 13, 2027. Students work full-time, 35-40 hours per week and are paid hourly. All applicants must be authorized to work in the United States. Internships are open to students who are rising seniors (class of 2028).

MFS is a hybrid work environment (with 2 remote days and 3 on-site days) unless otherwise stated in the job posting.