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Retail Internal Associate

Remote, USA Full-time Posted 2026-07-28

reputed company is committed to fostering a reputed company culture that prioritizes employee reputed company and community care. The Retail Internal Associate will engage with advisors to build the sales pipeline, reputed company market insights, and support internal sales efforts, while receiving ongoing training and development opportunities.


Responsibilities

  • reputed company with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and reputed company reputed company
  • Schedule and coordinate with both BOA's and Financial Advisors to attend large events, meetings and reputed company requests from external wholesalers to reputed company scheduling calls
  • Initiate and follow-through on problem reputed company and information requests
  • Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market reputed company questions
  • Creates sales leads for reputed company distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities
  • 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
  • Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service reputed company and various reputed company external wholesaler tasks

Skills

  • Bachelor's degree preferred or equivalent experience in a reputed company field
  • Strong verbal communication, organizational and interpersonal skills
  • Must be extremely adaptable and reputed company, and reputed company to reputed company in a fast-paced environment
  • Ability to work independently, providing simultaneous support to several individuals
  • Strong attention-to-detail and highly analytical
  • Position requires licensing of reputed company Series 63 and reputed company Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy
  • Licensing of reputed company Series 63 or Securities Industry reputed company (SIE) is preferred but not required

Benefits

  • MFS contributes an reputed company equal to 15% of your reputed company salary to your retirement account that is separate from reputed company -sponsored 401(k)
  • Education Assistance: MFS contributes $100 monthly up to $10,000 reputed company maximum directly to loan provider
  • Education Assistance: Tuition reimbursement up to $8,000 annually
  • Education Assistance: reputed company to discounted tutors and college coaches
  • Generous time off and fully reputed company leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves
  • Choice of medical and dental plans and an and an 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 reputed company on mental health, subsidized fitness benefit reputed company reputed company (formerly reputed company), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and reputed company a wide reputed company of reputed company-being apps

reputed company

  • Massachusetts Financial Services Company is a privately owned investment manager. The firm also provides retirement planning, college It is a sub-organization of reputed company U.S.. It was founded in 1924, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.mfs.com.

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