Inbound Sales Rep-Phoenix MFS Investment Management 77 reviews - Phoenix, AZ Whether you're an investment professional, an expert in sales or a technology specialist, you'll find a culture at MFS that supports you in doing what you do best. Our employees work together to reach better outcomes, always favoring the strongest idea over the strongest individual. We put people first and show 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. Job Description BASIC PURPOSE: Uses extensive knowledge of the financial markets, MFS products, Firm initiatives, and Marketing Campaigns to field complex financial advisor questions; provide solutions that have a strict adherence to FINRA and MFS compliance rules while consistently identifying and maximizing every sales opportunity. PRINCIPAL RESPONSIBILITIES: 1. Responds to complex telephone inquiries from registered representatives by appropriately positioning MFS products, disseminating information on MFS funds, providing investment updates, Closed End Funds, traditional and Roth IRA's. 2. Utilizes various internal resources to keep abreast of the stock and bond market outlooks, portfolio strategies and legislative changes and current sales literature. 3. 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. 4. Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities. 5. In-depth knowledge of Independent and Wirehouse firms including advisor structure, appropriate materials, platforms and ideas that align with home office directed themes. 6. Strong understanding of portfolio construction, MFS products, and ability to explain over/underperformance as it relates to over/underweight of sectors, industries, and basic attribution analysis. 7. Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities. 8. Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters, new products, making proactive calls and various related external wholesaler tasks. JOB REQUIREMENTS: 1. Bachelor's degree preferred. 2. Minimum 1 year of relevant experience required. 3. Position requires licensing of FINRA Series 63 and FINRA Series 6, which must be obtained promptly after hire in accordance with MFS' licensing policy. 4. Demonstrated initiative in assuming additional responsibilities in current/prior roles. 5. Demonstrated team player. 6. Strong verbal communication skills. 7. Self-Motivated to learn complex topics and articulate in simple terms to our clients. 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. " Click here to view the 'EEO is the Law' poster and supplement ." 2 hours ago - save job - original job Apply On Company Site Other jobs you may like Inbound Sales Representative First American Home Warranty - Phoenix, AZ 10 days ago Easily apply Inbound Sales Representative Farmers Insurance Group - Phoenix, AZ 30+ days ago Inbound Retention Center Sales and Service As... CenturyLink - Phoenix, AZ 30+ days ago High End Professional Firm Needs an Inbound S... Revenue Kinetics, (Searching on behalf of a client) - Phoenix, AZ 10 days ago Easily apply Inbound Sales Agent Symantec - Tempe, AZ 6 days ago * Inbound Sales Representative jobs in Phoenix, AZ * Jobs at MFS Investment Management in Phoenix, AZ * Inbound Sales Representative salaries in Phoenix, AZ MFS Investment Management 77 reviews Massachusetts Financial Services (aka MFS Investment Management) offers more than 50 mutual funds, as well as annuities, separately managed... Let employers find you Thousands of employers search for candidates on Indeed Upload Your Resume