Regional Sales Director

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