MFS Investment Management
Senior Regional Consultant - Retail (Los Angeles, CA)
Remote Office CA, CA
Mar 6, 2025
Full-time
Full Job Description


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 within Los Angeles, California.


WHAT YOU WILL DO

  • Conducts sales meetings with financial intermediaries to promote MFS sales and services.

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

  • Builds strong sales skills and stays abreast of industry trends through interaction with corporate team, training, continuing ed. requirements, and sales meetings.

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

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

  • Builds sales by identifying and prospecting new producers.

  • Coordinates sales efforts with home office sales representatives.

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

  • Performs additional duties as required.

WHAT WE ARE LOOKING FOR

  • Bachelor's degree preferred.

  • Minimum of two years of direct field sales or related experience required, five years preferred.

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

  • Strong presentation skills.

  • In depth product and industry knowledge.

  • Ability to meet extensive travel requirements.

  • Position requires FINRA series 7 and 63 registrations in accordance with MFS' licensing policy.

#LI-JN1

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Job Information
Job Category:
Accounting
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Senior Regional Consultant - Retail (Los Angeles, CA)
MFS Investment Management
Remote Office CA, CA
Mar 6, 2025
Full-time
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