Regional Sales Director

🕒 Julho 7

🌵 Arizona, California – Remoto

🌵 Arizona – Remote 🏄 California – Remote

💵 $260.100 - $468.175 / ano

⏰ Tempo Integral

🔴 Especialista

🤑 Vendas

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Morningstar

SiteLinkedInTodas as Vagas

10.000+ funcionários

💸 Finanças

📱 Mídia

☁️ SaaS

💰 $91.000.000 Private Equity Round - Morningstar em 1999-07

Finance • Media • SaaS

A Morningstar é um provedor de pesquisas de investimento independentes, dados de mercado e análises financeiras para investidores individuais, consultores e instituições. A empresa publica notícias, relatórios de analistas, classificações (por exemplo, classificações de fundos e ações) e ferramentas para triagem, gerenciamento de portfólio e planejamento de investimentos em fundos, ETFs, ações, títulos e outras classes de ativos. A Morningstar também oferece produtos de assinatura e software para consultores e profissionais, além de operar um site editorial/mídia com artigos, podcasts e vídeos focados em mercados e finanças pessoais.

Descrição

• 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.

🎯 Requisitos

• 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

🏖️ Benefícios

• 100% 401k match up to 6% of salary • Stock Ownership Potential • 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