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

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 have: CFP or other Designations

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) 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

Regional Sales Director

Key skills