Regional Sales Director, Retirement & Workplace Solutions at Morningstar
The Team: Morningstar’s mission is to create great products that help investors achieve their financial goals. For the Workplace group, that means building products and solutions that help employers maximize the value of their workplace retirement plans and put individuals on the path to better retirement outcomes. Workplace is a high-growth area for Morningstar that houses a diverse suite of technology and investment-based solutions. Our unique client base includes retirement plan providers, plan sponsors, plan consultants, and retirement plan advisors. By constantly evolving our solutions and solving our clients’ problems, we are well-positioned to help individuals achieve a better retirement. The workplace sales team is critical to achieving this mission and bringing it to life.
The Role: Morningstar Investment Management, LLC’s Workplace Solutions team seeks a motivated Regional Sales Director to drive asset growth across all our retirement solutions (plan sponsor advice, custom models, managed accounts/advisor managed accounts, and our CIT) through provider, consultant/advisor, wholesaler, and plan sponsor relationships. As a Regional Sales Director, you will foster productive relationships across our client base, convey our key selling points, and overcome objections from plan sponsors, advisors and plan participants. You will also obtain a thorough understanding of the retirement plan sponsor sales and intermediary markets in order to effectively leverage the sell-through process from advisors to plan participants.
+ Build and maintain strong plan sponsor relationships by working with plan sponsors directly or indirectly through retirement plan provider relationships.
+ Develop and facilitate presentations that support the business`s strategic marketing messages and make a compelling case for introducing our services to a relationship.
+ Identify appropriate opportunities for client relationship expansion and promotion of the managed account service.
+ Partner with other field sales representatives and various functional groups across Morningstar Investment Management in order to develop creative solutions that meet client needs.
+ Monitor and provide feedback on client and competitive activities in the marketplace.
+ 5 years of customer-facing sales experience within a(n) investment management/defined contribution/financial service environment.
+ Team-oriented professional with demonstrated abilities in negotiation and persuasion.
+ Superior written and oral interpersonal skills.
+ Ambitious self-starter with the ability to generate strategic focus and follow through.
+ Advanced technical proficiencies in Microsoft Office Suite, including PowerPoint, Excel, and Word.
+ A bachelor`s degree is a minimum requirement; CIMA/AIF/CFP designations highly desirable.
+Approximately 50% of your time will be spent on travel.
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