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Inbound Sales Representative

MFS Investment Management
Boston, USA
Closing date
Nov 15, 2022

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.

What you will be responsible for: We are seeking ambitious, quick-learners, who are looking to establish a career in investment management. As an Inbound Sales Representative, you are the first level of response for financial advisor inquiries. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. Our Inbound Sales team take calls from financial advisors who currently or are interested in, recommending MFS funds. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement. PRINCIPLE RESPONSIBILITIES:
  • Responds to telephone inquiries regarding information on investment updates utilizing various internal resources to keep abreast of the stock and bond market outlooks, portfolio strategies and legislative changes.
  • Ability to leverage the Morningstar analytical tool to run hypotheticals, fund vs fund comparisons, Investment Growth, Investment Details, Stock Intersection Rolling Return, and Correlation Reports and interpret and convey information to advisors in a manner that is compliant with FINRA and MFS standards.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • In-depth knowledge of Independent and Wirehouse firms including advisor structure, appropriate materials, platforms and ideas that align with home office directed themes.
  • 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.
  • Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities.
  • Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters, new products and various related external wholesaler tasks.

  • Bachelor's degree preferred.
  • Minimum 1 year of relevant experience required.
  • Position requires FINRA Series 63 and FINRA Series 6, which must be obtained promptly after hire in accordance with MFS' licensing policy.
  • Demonstrated initiative in assuming additional responsibilities in current/prior roles.
  • Demonstrated team player.
  • Strong verbal communication skills.
  • Self-motivated to learn complex topics and articulate in simple terms to our clients.


What we offer:
  • 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 .

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.
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 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 EEO is the Law document and Pay Transparency Nondiscrimination Provision , linked for your reference.

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