Regional Sales Director, Workplace at Morningstar
The Team: Morningstar, Inc. formed Morningstar Investment Management to combine our investment advice, consulting, retirement-solutions, and indexes businesses. Working through our three registered investment advisors, (Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services), we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and investors.
The Role: Morningstar Investment Management seeks a motivated Regional Sales Director to drive asset growth in our Retirement Managed Account and Retirement Solutions offerings through provider, wholesaler, advisor, sponsor, and participant meetings. As a Regional Sales Director, you will develop productive relationships across our client base, convey our key selling points, and overcome objections from plan sponsors, advisors and plan participants. You will also develop 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.
+ 3-5 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 communication 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; MBA/CFA/ CFP designations highly desirable.
+Approximately 50% of your time will be spent on travel.
Morningstar is an equal opportunity employer.