Morningstar · 1 month ago
Internal Sales Consultant
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$83K/yr - $150K/yr
2+ years expMorningstar is a leading investment management firm that provides innovative investment solutions for institutions and advisors. The Internal Sales Consultant will play a key role in increasing managed account business by developing relationships with financial advisors and collaborating with sales teams.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
Responsibilities
Be conversant in all aspects of our managed portfolios program
Source clients and develop relationships with financial advisors within an assigned territory
Comfortably converse with financial advisors over phone and zoom calls
Provide assistance to existing advisor clients within assigned territory to help them grow their book of business
Use the Salesforce CRM to document and manage prospecting and relationship efforts
Collaborate with the Portfolio Specialist and Investment Management teams
Work alongside Regional Sales Directors to grow sales in assigned territory
Qualification
Required
Bachelor's degree
Minimum of two years related industry experience
Demonstrated ability to develop sales relationships with financial advisors over the phone and zoom
Strong interest in and the ability to explain portfolio management and market concepts
Excellent spoken and written communication skills
The ability to work independently
SIE or ability to obtain within 3 months of employment
Series 65/Series 66 or ability to obtain within 6 months of employment
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar
Morningstar provides independent investment research to investors worldwide.
10001+ employees
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
Portfolio Adviser
2026-01-21
Portfolio Adviser
2026-01-21
2026-01-16
Company data provided by crunchbase