Internal Sales Consultant, Investment Management

| Chicago

The Group: The Morningstar Investment Management group (MIM) is a global team guided by Morningstar’s investment principles to deliver great long-term investment results and help investors reach their financial goals. We use our expertise in asset allocation, investment selection, and portfolio construction to create world-class investment strategies built on Morningstar’s research. The group specializes in multi-asset investing, using building blocks in equities, fixed-income, and alternative investments to construct robust portfolios. Through our investment offerings, we support financial advisors, institutions, and the investors they serve.
 

The Role: As the Investment Sales Consultant for Morningstar Managed Portfolios, you will join our growing US Sales Team by focusing on our existing advisor base, strengthen investment alignment and principles to increase business. This position is based out of our downtown Chicago office.
 

Responsibilities:

  • Influence, persuade, and educate advisors on the key benefits of various Morningstar offerings and assist advisors in the evaluation of offerings considering specific client circumstances.
  • Be conversant in all aspects of our managed portfolios program.
  • Build relationships with advisors and make strong presentations via phone and written communication.
  • Profile and service existing advisor partnerships within your assigned territories.
  • Identify individual objectives, circumstances and needs of the advisor’s business and client base, and work with the advisor to align with Morningstar solutions.
  • Make outbound calls to advisors to fill conferences, webinars and regional events when needed.
  • Ability to perform various operational tasks as needed.
  • Utilize current systems, including Salesforce CRM and Discovery Database to document and manage sales efforts.
  • Work collaboratively and communicate effectively with other areas such as Support, Marketing, Key Accounts and Investment as needed.
     

Requirements:

  • Excellent verbal and written communication skills.
  • Demonstrated ability to successfully prospect over the phone to financial advisors.
  • Minimum of 4 years related industry experience.
  • Ability to work independently.
  • Strong interest and ability to explain portfolio management concepts.
  • Series 65 or 66 Licensed, or ability to attain licensing within six months of being hired.
  • Bachelor's degree required.

 

 

090_MstarInvSvcInc Morningstar Investment Services, Inc. Legal Entity

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Family Medical Leave
Adoption Assistance
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Career mentoring, Leadership mentoring.
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

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