Morningstar Sustainalytics · 4 hours ago
Inside Sales Representative
Chicago
Full-time
Hybrid
New Grad, Entry Level
$83K/yr - $150K/yrMorningstar Sustainalytics is dedicated to helping investors achieve their financial goals, particularly in the retirement sector. They are seeking an Inside Sales Representative to support the Retirement Distribution team in managing sales pipelines, delivering high-quality sales collateral, and building relationships with clients. This role requires strong communication skills and the ability to work in a fast-paced environment.
Financial Services
Responsibilities
Internal Sales Support: Day-to-day support of assigned Sales Directors. This includes, but is not limited to, documenting activity from the assigned Sales Directors and logging appropriate next steps, locating & sending follow-up collateral in a timely manner, and serving as point of contact in problem-solving situations with clients/prospects. The inside sales representative will ensure that Morningstar Retirement is seen as a responsive partner, advocate for our clients, and provide white glove service with attention to detail across channels and audiences
Sales Pipeline Management: The inside sales representative will be accountable for managing and progressing the pipeline of opportunities associated with their assigned external Sales Directors. They will be expected to develop a deep understanding of RIAs and RKs and learn how to translate meaningful conversations in the field into tangible plan sponsor opportunities. In partnership with their respective Sales Directors, the inside sales representative will also understand innerworkings and centers of influence associated with each individual opportunity and identify/facilitate the steps necessary to progress deals to won opportunities
Sales Enablement: Deliver high quality opportunity-specific sales collateral, create sales presentations from approved slide library to support field conversations, act as liaison between the sales team & marketing/research to ensure field team has useful collateral to impact their respective channels, and work cross-functionally to ensure contracted deals are being closed in line with revenue expectations as they come live
Develop a deep understanding of how to communicate the value proposition for our core product offerings, specifically Managed Accounts & Advisor Managed Accounts as a DQDIA or full-QDIA solution. The inside sales representative will learn to translate the complicated and confusing into simple and easy-to-understand by providing value-add talking points for plan specific opportunities to aid the progression of the deal cycle
Outbound Calling & Relationship Building: Proactively reach out to partners/prospects based on assigned Sales Director/channel
Identify and Qualify Upsell Opportunities: In a pseudo-Relationship Management function in support of our RK clients and existing plan sponsor clients, represent our PSA and MA offerings during their quarterly, semi-annual, or annual review cycle. Understand plan sponsors, committees, our core product offerings, and uncover opportunities to upsell our services to plan sponsors in conjunction with our RK partners
Request for Proposal (RFP Support): Play an active role in RFP process by providing necessary information and support and ensure timely completion
Plan Analysis/Year in Review: Support our inbound Plan Analysis and Year in Review requests and deliver quality analysis in a timely manner to our clients
Qualification
Required
Ambitious self-starter with the ability to produce high quality work
Team-oriented professional with demonstrated abilities to learn quickly and prioritize in a fast-paced environment
Advanced technical proficiencies in Microsoft Office Suite, including PowerPoint, Excel, and Word
Superior written and oral interpersonal skills
Experience working within a(n) investment management/defined contribution/financial service environment
Bachelor's degree required
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.
Founded in 1992
1001-5000 employees
Funding
Current Stage
Late StageRecent News
2024-04-25
2024-04-25
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