The Team: Morningstar’s mission is to create great products that help investors achieve their financial goals. The Role: Morningstar Investment Management, LLC’s Workplace Solutions team seeks a motivated Regional Sales Director to drive asset growth across all our retirement solutions through provider, consultant/advisor, wholesaler, and plan sponsor relationships. As a Regional Sales Director, you will foster productive relationships across our client base, convey our key selling points, and overcome objections from plan sponsors, advisors and plan participants.
Requirements
- 5 years of customer-facing sales experience within a(n) investment management/defined contribution/financial service environment.
- Team-oriented professional with demonstrated abilities in negotiation and persuasion.
- Superior written and oral interpersonal skills.
- Ambitious self-starter with the ability to generate strategic focus and follow through.
- A bachelor`s degree is a minimum requirement; CIMA/AIF/CFP designations highly desirable.
Benefits
- 100% 401k match up to 6% of salary
- 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