Internal Sales Consultant

| Chicago

The Group: The Morningstar Investment Management group consists of our investment advice, consulting, retirement-solutions, and index businesses. Through our registered investment advisor 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: As an Internal Sales Consultant to join our growing sales team for Morningstar Investment Services, Inc. (MIS), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.  You will work to in tandem with your Regional Sales Director to increase business within your assigned territory.  This position is based out of our downtown Chicago office.

 

Responsibilities

Be conversant in all aspects of our managed portfolios program.
Prospect new advisors within an assigned territory.
Service existing advisors within territory.
Utilize Salesforce CRM to document and manage prospecting efforts
Interface with service team and investment team as needed.

Requirements

Excellent verbal and written communication skills.
Demonstrated ability to successfully prospect over the phone to financial advisors.
Minimum of 2 years related industry experience.
Ability to work independently.
Strong interest and ability to explain portfolio management concepts.
Series 65 or 66 Licensed, or ability to attain licensing within six months of being hired.
Bachelor`s degree required.

Morningstar is an equal opportunity employer.
 

 

 

090_MstarInvSvcInc Morningstar Investment Services, Inc. Legal Entity

Read Full Job Description

Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • Ember.jsFrameworks
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • PlayFrameworks
    • SpringFrameworks
    • Maria DBDatabases
    • MemcachedDatabases
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases

Location

22 W. Washington , Chicago, IL 60602

What are Morningstar Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Perks & Discounts
Casual Dress
Commuter Benefits
Happy Hours
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement

Additional Perks + Benefits

Compensation at Morningstar is more than a salary. It’s about making positive contributions to both life and work. We give our diverse workforce the choice and flexibility they need to maintain their health, retirement plans, time, and professional growth.

More Jobs at Morningstar62 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR
Internships
Marketing
Operations
Product
Project Mgmt
Sales
Content
Developer
new
Chicago
Sales
new
Chicago
Sales
new
Chicago
Sales
new
Chicago
Project Mgmt
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Finance
new
Chicago
Developer
new
Chicago
Marketing
new
Chicago
Sales
new
Chicago
Operations
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Sales
new
Chicago
Operations
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Developer
new
Chicago
Project Mgmt
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Design + UX
new
Chicago
Data + Analytics
new
Chicago
Product
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Data + Analytics
new
Chicago
Internships
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Data + Analytics
new
Chicago
Developer
new
Chicago
Operations
new
Chicago
Data + Analytics
new
Chicago
Finance
new
Chicago
Operations
new
Chicago
Operations
new
Chicago
Project Mgmt
new
Chicago