Regional Sales Director

🕒 July 7

🌵 Arizona, California – Remote

🌵 Arizona – Remote 🏄 California – Remote

💵 $260.1k - $468.2k / year

⏰ Full Time

🔴 Lead

🤑 Sales

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Morningstar

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

📱 Media

☁️ SaaS

💰 $91M Private Equity Round - Morningstar on 1999-07

Finance • Media • SaaS

Morningstar is a provider of independent investment research, market data, and financial analysis for individual investors, advisors, and institutions. The company publishes news, analyst reports, ratings (e. g. , fund and stock ratings), and tools for screening, portfolio management, and investment planning across funds, ETFs, stocks, bonds and other asset classes. Morningstar also offers subscription products and software for advisors and professionals, and operates an editorial/media site with articles, podcasts, and videos focused on markets and personal finance.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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