Sales Associate
Sales Associate
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Job Description
The Group: Morningstars Business Development group is responsible for helping our institutional clients strengthen their businesses with the goal of providing better outcomes for investors. The group primarily serves the following client segments: Banking Insurance Investment Management and Wealth Management.
The Role: Morningstars Business Development Team seeks a highly motivated person to perform a Junior Sales role (Sales Associate) focused on growing revenue and building relationships with both existing clients and new prospects. The successful candidates will deepen our footprint within key market segments by focusing on growing adoption of Morningstars extensive solution suite including Morningstar Direct Data Enterprise Components and Reporting Solutions to address the markets most pressing workflow challenges. This role covers opportunities in the UK with the position based in our London office.
Responsibilities
Exceed sales targets.
Uncover client business needs and work with internal teams to determine optimal client solutions.
Establish and build relationships with key stakeholders.
Identify new business groups and opportunities within accounts.
Employ winning strategies to maintain and grow adoption of Morningstar Solutions.
Master product demonstrations and knowledge of product capabilities and benefits.
Forecast and proactively uncover opportunities within key business groups.
Negotiate and close new business.
Develop growth plans for existing accounts.
Document daily activities in our CRM system Salesforce.
Requirements
Candidates should have 2 years of account management and/or in person client service experience in the finance and investment industry.
Proven track record of exceeding prior targets.
Excellent networking skills
Handson organized individual who can build longterm client relationships.
Strong leadership longrange planning and timemanagement skills are essential.
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
A naturally charismatic person who can bring others along easily with them.
Ability to understand complex investment requirements.
A passion for Morningstar and the investment industry in general is essential.
Degree of equivalent with a financial or analytical discipline preferred.
Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. Weve found that were at our best when were purposely together on a regular basis at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are youll have tools and resources to engage meaningfully with your global colleagues.
Morningstars hybrid work environment gives you the opportunity to work remotely and collaborate inperson each week. Weve found that were at our best when were purposely together on a regular basis at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are youll have tools and resources to engage meaningfully with your global colleagues.
U99MstarUKLtd Morningstar UK Ltd. Legal EntityRequired Experience:
IC
Employment Type
Full-Time
