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Inbound Sales Intern

MFS Investment Management
United States, Massachusetts, Boston
Sep 30, 2024

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.

Inbound Sales Intern

MFS is a premier investment management firm with a rich history and a growing global reputation. Since 1924, when our founders invented the mutual fund, collaboration and innovation have fueled our success. When you join our team, you will be challenged by the work you do, and you will share your talents with a vibrant network of vested individuals to create an elite organization and build a rewarding career.

This Intern 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:

  • Intern New Hire Orientation
  • Senior Leadership Speaker Series
  • Social & Networking Events
  • Presentation Challenges

At the conclusion of this position, interns will have increased their knowledge of investing, the mutual fund industry, employee engagement, and a firm understanding of how sales works at an asset manager.

The MFS Summer Internship program is a 10-12-week program, starting June 3rd and ending on August 8th. Students work full-time, Monday through Friday, 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 2026).

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

About Inbound Sales Internship

The Inbound Sales Intern participant is considered to be 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 looking to get started in the industry. The Inbound Sales Intern 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.

Principal 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.

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.

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.

#LI-HYBRID

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.

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