Investment Sales Support Associate

MFS Investment Management; Phoenix (AZ); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Retirement match 15%

Education assistance

Tuition reimbursement

Wellness programs

Generous leave

Job summary

At MFS Investment Management, a hybrid work environment combines remote and onsite activity, with a base salary of $60,000 and eligibility for commissions. The role emphasizes learning and development through paid sales training and ongoing coaching to build a robust knowledge of markets, products, and client needs.

The successful candidate will engage with advisors, schedule events, and grow the sales pipeline while eventually handling inquiries about MFS offerings and market questions.

Qualifications

• Bachelor's degree preferred or equivalent experience.
• Strong verbal communication, organizational and interpersonal skills.
• Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment.
• Ability to work independently, providing simultaneous support to several individuals.
• Strong attention-to-detail and highly analytical.
• Position requires licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy.
• Licensing of FINRA Series 63 or Securities Industry Essentials (SIE) is preferred but not required.

Responsibilities

• Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-hoc basis.
• Schedule and coordinate with both BOA's and Financial Advisors to attend large events, meetings and ad hoc requests from external wholesalers to make scheduling calls.
• Initiate and follow-through on problem resolution and information requests.
• Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions.
• Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
• Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis.
• Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters and various related external wholesaler tasks.

Skills

Bachelor's degree

Strong communication

Adaptable and resourceful

Independent worker

Attention to detail

FINRA licensing 63 & 7

FINRA 63 or SIE preferred

Education

Bachelor's degree or equivalent experience

Job description

At MFS Investment Management, a hybrid work environment combines remote and onsite activity, with a base salary of $60,000 and eligibility for commissions. The role emphasizes learning and development through paid sales training and ongoing coaching to build a robust knowledge of markets, products, and client needs.

The successful candidate will engage with advisors, schedule events, and grow the sales pipeline while eventually handling inquiries about MFS offerings and market questions.