Morningstar Inc.

Regional Sales Director

Ambler, United States of America · Director

Sponsorship not specified$260k-$468kDetected 44 days ago

Sales

About the role

Our Regional Sales Directors are passionate about financial advisors, investments, superb service, and the markets.
As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs).
You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand.

Drive sales results with target market of financial advisors in your respective region.
Establish, cultivate, and develop strong relationships with existing advisor base.
Follow up on leads in tandem with your internal sales consultant.
Strategically manage time to maximize sales in territory.
Perform special tasks as needed.

Minimum of 4 years related industry experience.
Strong ability to understand and evaluate a financial advisor's practice.
Ability to work independently as well as in concert with an internal sales counterpart.
Strong interest and ability to explain portfolio management concepts.

CFP or other Designations Total Cash
These investments will be reviewed to ensure they meet Code of Ethics requirements.
If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately.
If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
Please fill out this form completely, attaching your resume and cover letter in the approved format.
Read the job requirements carefully and make sure to attach writing or design samples as required.
Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar.

$260,100 - $468,175 USD Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest.
These investments will be reviewed to ensure they meet Code of Ethics requirements.
If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately.
In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts).
If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis.

A range of other benefits are also available to enhance flexibility as needs change.

Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis.

We only accept calls from applicants who need accommodation related to a disability.
Please, no calls with unrelated questions or requests.
Please be sure to include the title and location of the open position you're interested in when you leave a message.
This Organization Participates in E-Verify (English) This Organization Participates in E-Verify (Spanish) Right to Work (English) Right to Work (Spanish) EEO is the Law Pay Transparency Notice Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

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This listing is sourced directly from Morningstar Inc.'s careers page and normalized into a canonical job model.