Regional Sales Director Regional Sales Director …

in Chicago, IL, United States
Permanent, Full time
Be the first to apply
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Regional Sales Director
Associate Regional Sales Director, Retirement and Workplace Solutions Chicago/en-US/Americas/job/Chicago/Associate-Regional-Sales-Director--Retirement-and-Workplace-Solutions_REQ-018734-1/apply

Morningstar Investment Management seeks a motivated Associate Regional Sales Director to drive asset growth in our Retirement Manager and Managed Account offerings through zoom, webinar/digital workshops, phone and on-site participant meetings. As an Associate 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. In addition, the Associate Regional Sales Director will lead and assist with RFP/RFI related inquiries around Managed Accounts. This position is based in Chicago.


+ Build and maintain strong plan sponsor relationships by working with plan sponsors directly or indirectly through retirement plan provider relationships.
+ Conduct one-on-one meetings regularly with plan participants that have access to our services. These will come in the format of Zoom, webinar/digital workshops, phone and on-site meetings.
+ Develop a deep understanding of Morningstar Investment Managements human capital methodology, wealth forecasting engine, and portfolio construction process
+ Develop and facilitate presentations that support the business's strategic B2C 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.
+ Monitor and provide feedback on client and competitive activities in the marketplace.


+ 1-3 years of customer-facing sales experience within a(n) investment management/defined contribution/financial service environment.
+ Team-oriented professional with strong group presentation skills
+ 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; Series 65/AIF/CIMA/CFP designations highly desirable.
+Approximately 50% of your time will be spent on travel, when travel resumes.

002_MstarAssocLLC Morningstar Investment Management LLC Legal EntityPosted 3 Days AgoFull timeREQ-018734

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Step 1

When you find a position you're interested in, click the 'Apply' button. Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required. Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar. No phone calls, please.

Step 2

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Step 3

If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location. Be prepared for a rigorous interview process. To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company. Expect to return for multiple interviews as part of the process. A representative from Morningstar will contact you with the results of your intervieweither with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation

Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call +1 312 384-3900 or email and let us know the nature of your request and your contact information.

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Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisionsincluding recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matterswithout regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

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