Regional Consultant - Retail

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.

THE ROLE

The Regional Consultant sells MFS products and services through financial intermediaries.

WHAT YOU WILL DO

• Works closely with Managing Director to develop appropriate business plan to maximize territorial sales.

• Builds strong sales skills and keeps abreast of industry trends through interaction with corporate team, training, continuing education requirements, and sales meetings. Attends conference calls

• Ensures compliance with internal and external rules, policies and procedures as well as regulatory requirements.

• Conducts sales meetings daily with financial intermediaries in branch offices to promote MFS products and services.

• Provides top quality service to accounts to ensure growth and retention of asset and clients.

• Builds sales by identifying and prospecting new producers.

• Identifies and develops new relationships with small territorial dealers.

• Visits and sells products and services to focus firms following strategy developed by Department Head, Managing Director and Sr. Managing Director.

• Complies with all internal and external rules, policies and procedures, including distribution of approved literature to financial intermediaries.

• Coordinates sales efforts with home office sales representatives to execute territorial business plans with MFS field partners.

• Maintains and updates appointment meeting calendar through appropriate Client Relationship Management system, and ensures adherence of timely submission of expense reports.

• Attends conferences as needed and communicates information back to home office personnel.

• Performs additional responsibilities as required.

WHAT WE ARE LOOKING FOR

• Bachelor's degree or equivalent education or experience.

• Direct field sales or related experience required, five years preferred.

• Strong interpersonal, communication, analytical, organizational and selling skills.

• Strong presentation skills and thorough product knowledge.

• Ability to meet extensive travel requirements.

#LI-HYBRID

At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

• Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
• Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
• Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
• Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
• Life & Disability Benefits: Company-paid basic life insurance and short-term disability
• Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

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

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email talent_acquisition@mfs.com for assistance.

MFS is an Affirmative Action and 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 and Pay Transparency Nondiscrimination Provision, linked for your reference.