Morningstar Sustainalytics · 3 hours ago
Regional Sales Director
Chicago
Full-time
Hybrid
Mid Level
$260K/yr - $468K/yr
4+ years expMorningstar Sustainalytics is a part of the broader Morningstar group, focused on empowering investor success through investment products and technology solutions. The Regional Sales Director will drive sales results by promoting and selling Morningstar Managed Portfolios to financial advisors, establishing strong relationships and utilizing Salesforce to maximize success.
Financial Services
Responsibilities
Drive sales results with target market of financial advisors in your respective region
Establish, cultivate, and develop strong relationships with existing advisor base
Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios
Follow up on leads in tandem with your internal sales consultant
Strategically manage time to maximize sales in territory
Utilize Salesforce as a CRM to maximize penetration success
Perform special tasks as needed
Qualification
Required
Minimum of 4 years related industry experience
Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community
Strong ability to understand and evaluate a financial advisor's practice
Ability to work independently as well as in concert with an internal sales counterpart
Strong interest and ability to explain portfolio management concepts
Ability to work in a team environment and own issues as they arise
Preferred
CFP or other Designations
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 Sustainalytics
Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies.
1001-5000 employees
Funding
Current Stage
Late StageRecent News
2024-04-25
2024-04-25
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