Morningstar

Regional Sales Director

Utah - Remote · Director

Sponsorship not specified$260k-$468kDetected 16 days ago

SalesforceCRMSalesResearchLeadershipMentoring

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.
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.

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.
Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community.
Ability to work in a team environment and own issues as they arise.
Total Cash Compensation: $260,100 - $468,175 USD
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission

$260,100 - $468,175 USD
Compensation and Benefits
100% 401k match up to 6% of salary
Company provided life insurance - 1x salary + commission
Additional medical Wellness Incentives - up to $300-$600 annual
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
1x salary + commission

Company provided life insurance
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off

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.

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