Internal Sales Consultant

The Group:

The Morningstar Investment Management group consists of our investment advice, consulting, retirement-solutions, and index businesses. Through our investment advisory subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients.

The Role:

The Internal Sales Consultant will be a critical part of our sales team for Morningstar Investment Management, Inc. (MIM), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. You will work with your Regional Sales Directors to increase managed account business within your assigned territory. This position is based in our Chicago office.

Responsibilities

• Be conversant in all aspects of our managed portfolios program.

• Source clients and develop relationships with financial advisors within an assigned territory.

• Comfortably converse with financial advisors over phone and zoom calls.

• Provide assistance to existing advisor clients within assigned territory to help them grow their book of business.

• Use the Salesforce CRM to document and manage prospecting and relationship efforts.

• Collaborate with the Portfolio Specialist and Investment Management teams.

• Work alongside Regional Sales Directors to grow sales in assigned territory.

Requirements

• Bachelor's degree.

• Minimum of two years related industry experience.

• Demonstrated ability to develop sales relationships with financial advisors over the phone and zoom.

• Strong interest in and the ability to explain portfolio management and market concepts.

• Excellent spoken and written communication skills.

• The ability to work independently.

• SIE or ability to obtain within 3 months of employment.

• Series 65/Series 66 or ability to obtain within 6 months of employment.

Total Cash Compensation: 83,225.00 - 149,825.00 USD Annual

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
  • 75% 401k match up to 7%
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission

• Physical Health
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disabilityinsurance

• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal MentorshipOpportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.