Regional Sales Director, Mid-Market Accounts at Morningstar
The Role: Regional Sales Directors on the Mid-Market sales team generate revenue for Morningstar by effectively driving new company business. They develop new relationships by assessing prospective clients' needs, and apply a consultative approach to assemble creative solutions from Morningstar's diverse portfolio of product offerings. This person must quickly develop a thorough understanding of our capabilities and how our solutions solve problems. This position requires client-facing travel (when travel resumes) within an assigned territory and is based in our Chicago office or remotely from Houston, TX.
Job Responsibilities- Aggressively grow new business among prospective firms within an assigned territory- Proactively uncover upgrade opportunities among current Advisor Workstation customers- Conduct sales demonstrations of Morningstar capabilities and solutions- Build a network of prospects within an assigned territory through industry conferences, trade associations, and custodial relationships- Act as a liaison between prospective customers and our Software Sales Engineers to complete thorough and effective solution evaluations- Collaborate with other Mid-Market colleagues to lead outreach and direct sales opportunities- Facilitate at least 90 combined sales demonstrations and meetings per quarter- Document your activities in SFDC
Qualifications- A bachelor's degree- A minimum of two years of financial services industry sales experience, with a proven record of success- A creative approach to problem-solving- Direct exposure to the financial marketplace is desirable, as is a comfort level with technology and software- Excellent listening, communication, negotiation, and relationship-building skills- Alignment with Morningstar's core values and mission to empower investor success
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