Regional Sales Director
About The Position
Morningstar Wealth is a core part of the broader Morningstar group, empowering investor success by delivering world-class investment products and technology solutions to advisors, individuals, and the businesses who serve them. As a Regional Sales Director, you will join a team of data-driven sales professionals that seek to promote and sell Morningstar Managed Portfolios to Independent Broker Dealer financial advisors and Registered investment Advisors (RIAs). You will be representing the vast array of capabilities, capital market insights, and investment solutions and products, all carrying the Morningstar brand. The territory for this role is the Pacific Northwest (California, Seattle, Arizona) and can live anywhere in these regions.
Requirements
- 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.
Nice To Haves
- CFP or other Designations
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.
Benefits
- 100% 401k match up to 6% of salary
- 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 Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
