Oh Snap!
This job is no longer active - but you can still view the details below.

Sales Associate, Retirement & Workplace Solutions

| Chicago

Who We Are
Morningstar’s Retirement & Workplace Solutions, part of Morningstar Investment Management LLC- a registered investment adviser and subsidiary of Morningstar, Inc., focuses on helping individuals achieve better retirement outcomes by working with institutional clients in the global defined contribution and workplace markets.  This is a high growth area for Morningstar and houses a diverse product suite and unique client base- consisting of retirement plan providers, sponsors, consultants and advisors.  By constantly evolving our solutions and solving our client's problems, we believe we are well-positioned well to helping individuals build for a better retirement.

 

The Role
The Sales Associate will help the Sales team meet and exceed goals by assisting in sales efforts and daily activities. The Retirement & Workplace Solutions sales team is responsible for identifying opportunities in the marketplace that will be a good fit for our spectrum of retirement offerings and is charged with creating new institutional relationships and expanding existing ones to grow Morningstar's retirement business.  In achieving this aim, this individual will contribute to prospecting, Request for Proposal (RFP) responses, as well as coordinating with marketing and relationship management to grow revenue, focusing on retirement plan providers and sponsors, for the Retirement & Workplace Solutions business.  This position is based in our Chicago office.

 

The Challenge
•    Meet and exceed individual and team sales goals.
•    Identify, generate and convert sales leads into qualified prospects for sales representatives.
•    Manage outbound prospecting campaigns and inbound leads from marketing.
•    Coordinate resources in the Request for Proposal (RFP) process.
•    Develop comprehensive command of Morningstar Investment Management methodologies.
•    Diligently track and manage client interactions within Salesforce.com.
•    Collaborate with client service, sales, product, and marketing teams.
•    Assist sales executives in maintaining on-time retention of existing business.
•    Engage in group and 1:1 meetings to enroll plan participants into Managed Accounts.

 

What You’ll Need To Succeed
•    Sales/customer service experience with proven success in achieving goals.
•    Strong interpersonal, communication and presentation skills.
•    Exceptional organizational and time management skills.
•    High level of energy, persistence and motivation.
•    A desire to continually learn, grow and be challenged while developing a career in sales.
•    Experience with Salesforce.com, Microsoft Excel and Outlook.

 

Requirements
•    A bachelor`s degree.
•    At least 2 years of experience in retirement and/or financial services.

Read Full Job Description

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
22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

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.

More Jobs at Morningstar78 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
Internships
Legal
Marketing
Operations
Product
Project Mgmt
Sales
Content
Operations
new
Chicago
Finance
new
Chicago
Operations
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Product
new
Chicago
Operations
new
Chicago
Project Mgmt
new
Chicago
Design + UX
new
Chicago
Operations
new
Chicago
Internships
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Finance
new
Chicago
Finance
new
Chicago
Project Mgmt
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Internships
new
Chicago
Data + Analytics
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Design + UX
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Finance
new
Chicago
Sales
new
Chicago
Design + UX
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Marketing
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Product
new
Chicago
Product
new
Chicago
Marketing
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Marketing
new
Chicago