Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Senior Regional Consultant will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels to achieve sales goals.

Responsibilities

• Conducts sales meetings with financial intermediaries to promote MFS sales and services to maximize territorial and divisional sales.
• Develops and implements sales strategies aligned with MFS company goals, purpose, and priorities.
• Demonstrates expertise in sales.
• Works in partnership with Sales, Client Service, Product, Compliance, and Marketing.
• Serves as single point of contact and subject matter expert to MFS clients, managing and responding to their needs in a timely manner.
• Develops and implements relationship strategies with clients.
• Works with all areas of the MFS Sales team to develop, deliver, and monitor the wholesaler business plan to achieve divisional and company goals.
• Provides top quality service to accounts to ensure growth and retention of assets and clients.
• Builds sales by identifying and prospecting new producers and developing new relationships with territorial dealers.
• Engages with regional top-tier firms to identify opportunities within the region following strategy developed by Sales leadership.
• Works within MFS/MIL sales and marketing teams to develop a full understanding of the link between regional institutions and their global networks.
• Manages sales efforts with home office sales representatives to execute territorial business plans with MFS field partners.
• Ensures all client data in the region/territory is recorded and correct, maintaining and updating CRM systems and storing documentation.
• Adheres to timely submission of expense reports.
• Represents MFS at appropriate forums, including client meetings and industry events.
• Attends conferences or regulatory events as needed and communicates information to wholesalers and home office personnel.
• Builds strong sales skills and stays abreast of industry trends through interaction with the corporate team, training, continuing education, and sales meetings.
• Keeps up-to-date on local regulatory framework and changes, ensuring compliance with all internal and external regulations, policies, and procedures.
• Assumes additional duties as required.

Requirements

• Bachelors degree or equivalent experience.
• 8-12+ years of related experience required.
• Strong interpersonal, communication, and leadership skills.
• Strong analytical, organizational, selling, and presentation skills.
• In-depth product and industry knowledge.
• Ability to meet extensive travel requirements.
• Ability to balance personal territory production with management responsibilities.
• Proficiency in English and Spanish strongly preferred but not required.
• Position requires FINRA Series 7 and 63 registrations.

Skills

• Sales
• Interpersonal skills
• Communication skills
• Leadership skills
• Analytical skills
• Organizational skills
• Selling skills
• Presentation skills
• Product knowledge
• Industry knowledge
• CRM systems

Location

• Remote/Onsite (Hybrid)

Work Type

• Hybrid
• Full-time

Experience Level

• Senior
• 8-12+ years

Education Level

• Bachelors degree or equivalent experience

Salary/Compensations

• Base Salary: $95,000.00
• Eligible for competitive commission pay

Benefits

• MFS contributes an amount equal to 15% of your base salary to your retirement account
• Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider
• Education Assistance: Tuition reimbursement up to $8,000 annually
• Education Assistance: Access to discounted tutors and college coaches
• Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
• Choice of medical and dental plans
• Employer contribution into the Health Savings Account
• Tax deferred commuter benefits
• Flexible spending accounts (medical & dependent care)
• Wellness Programs: Robust wellness webinars
• Employee assistance program with a focus on mental health
• Subsidized fitness benefit via Wellhub (formerly Gympass)
• Competitive incentive compensation based on individual and company performance

About the Company

• 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.

Equal Opportunity

• 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.
• 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.
• 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.