Build and maintain strong plan sponsor relationships by working with plan sponsors directly or indirectly through retirement plan provider relationships.
Develop and facilitate presentations that support the business's strategic marketing messages and make a compelling case for introducing our services to a relationship.
Identify appropriate opportunities for client relationship expansion and promotion of the managed account service.
Partner with other field sales representatives and various functional groups across Morningstar Investment Management in order to develop creative solutions that meet client needs.
Monitor and provide feedback on client and competitive activities in the marketplace.

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.
Advanced technical proficiencies in Microsoft Office Suite, including PowerPoint, Excel, and Word.
A bachelor`s degree is a minimum requirement; CIMA/AIF/CFP designations highly desirable.
Approximately 50% of your time will be spent on travel.

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance
1x salary + commission
Comprehensive health benefits (medical/dental/vision)
Potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually)
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

Regional Sales Director

Key skills