The Group:Morningstar's Data, Research & Enterprise Solutions group is responsible for helping our advisor and institutional clients build their businesses and provide better outcomes for investors. The group primarily sells Morningstar Direct Software, Data, and Reporting Solutions along the following client segments: Advisor, Asset Management, and Institutional Consultants.
The Role: Business Development Executives on the Enterprise Mid-Market sales team generate revenue for Morningstar by effectively driving new company business for Morningstar Direct, Data, and Reporting Solutions. They develop new relationships by assessing prospective clients' needs and apply a consultative approach to assemble creative solutions from Morningstar's diverse portfolio of product offerings. This person must quickly develop a thorough understanding of our capabilities and how our solutions solve problems. This position requires client-facing travel within an assigned territory and is based in our Chicago office and hybrid attendance is required.
Responsibilities: - Aggressively grow new business among prospective firms within an assigned territory
- Proactively uncover upgrade opportunities among current Advisor Workstation customers
- Conduct sales demonstrations of Morningstar capabilities and solutions including Morningstar Direct
- Build a network of prospects within an assigned territory through industry conferences, trade associations, and custodial relationships
- Act as a liaison between prospective customers and our Software Sales Engineers to complete thorough and effective solution evaluations
- Collaborate with other Mid-Market colleagues to lead outreach and direct sales opportunities
- Facilitate at least 90 combined sales demonstrations and meetings per quarter
- Document your activities in SFDC
Qualifications: - A bachelor's degree
- A minimum of two years of financial services industry sales experience, with a proven record of success
- A creative approach to problem-solving
- Direct exposure to the financial marketplace is desirable, as is a comfort level with technology and software
- Excellent listening, communication, negotiation, and relationship-building skills
- Alignment with Morningstar's core values and mission to empower investor success
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Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're 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, you'll have tools and resources to engage meaningfully with your global colleagues.
