The Group: Morningstar`s Business Development & Sales group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group is structured primarily along the following client segments: Advisors, Asset Management, Retirement, Redistributor, and Commodities & Energy.
The Role: In a Regional Sales Associate role, you will represent Morningstar`s software, tools, or services to the appropriate individual, advisor, or institutional clients. This position works closely with the product development, marketing, and other sales teams for the solutions you represent. This position is based in our Chicago office.
+ Maintain and grow a book of business with an external sales representative.
+ Generate new clients and revenue through outbound call campaigns and inbound calls.
+ Meet and exceed individual and team sales goals.
+ Develop and maintain client relationships.
+ Demonstrate extensive product knowledge to our potential client base.
+ Work closely with client service, sales, product, and marketing teams.
+ A bachelor`s degree.
+ At least 2 years of sales/customer service experience with proven success in achieving goals.
+ Ability to establish rapport, listens effectively, and responds to objections.
+ Ability to communicate clearly and effectively.
+ Strong analytical and time management skills.
How to Apply for a Job at Morningstar
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.
You will receive an email notification to confirm that we've received your application.
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 and let us know the nature of your request and your contact information.
US Applicants: Morningstar is an E-Verify program participant.
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.