Internal Sales Co-op Spring 2027 (January - June)

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

Benefits offered by this job

Hybrid work environment

Co-op program

Job summary

Massachusetts Financial Services Company (MFS) invites undergraduates enrolled in a co-op program to join the Inside Sales team for a 6-month co-op with a 35–40 hour workweek. You will engage in product distribution activities, gain exposure to the financial services industry, and work across multiple stakeholders.

The role offers hands-on sales experience in a fast-paced setting and includes structured learning activities and opportunities to develop professional skills.

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 MS Word and Excel.
• Familiarity with Salesforce and Tableau.

Responsibilities

• Maintain C360 (SalesForce) system activity for Inside Sales: Adding new advisors, updating advisor information, and scheduling activities.
• Order product materials for dissemination through our Harte Hanks account.
• Customized Seminar invites, postcards and document on demands Books
• Coordinating literature and marketing materials for external field force and ISF
• Provide up to date market statistics for the ISF and Field Force on a daily basis.
• 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 weekly activity reports for the ISF.

Skills

Attention to detail

Communication

Multitasking

MS Word

Excel

Education

Undergraduate student (co-op)

Tools

Salesforce

Tableau

MS Word

Excel

Job description

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do 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.

MFS is a global investment management firm focused on creating long-term value responsibly by doing what's right for our clients every day. Our rich history dates to 1924, when our founders invented the mutual fund. Since then, collaboration and innovation have fueled our success. Our unwavering commitment to finding the best, most durable investment opportunities is what sets us apart - and our success is grounded in our unique approach, disciplined philosophy and collaborative culture.

THE ROLE

Responsibilities

Joining our team provides opportunities to share your voice and talents, tackle challenging problems, create solutions and collaborate with dedicated co-workers. 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 work at an asset manager.

MFS co-op positions are a 6-month commitment, working Monday - Friday (beginning on Wednesday, January 13th through Friday June 25th, 2027), and work between 35-40 hours. 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.

Job Summary

The Inbound Sales Co-Op participant is an integral part of the Inside Sales Team and are provided with tasks that provide tremendous educational exposure. This position offers a great opportunity for someone interested in starting a career in sales. The Inbound Sales Co-Op will assist all areas of the department on product distribution activities. In addition, 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.

What You Will Do

• Maintain C360 (SalesForce) system activity for Inside Sales: Adding new advisors, updating advisor information, and scheduling activities.
• Order product materials for dissemination through our Harte Hanks account.
• Customized Seminar invites, postcards and document on demands Books
• Coordinating literature and marketing materials for external field force and ISF
• Provide up to date market statistics for the ISF and Field Force on a daily basis.
• 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 weekly activity reports for the ISF.

What We Are Looking For

• 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.
• Familiarity with Salesforce and Tableau.

Hourly Pay Rate: $21.00-$25.00

MFS is an AFFM and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.