Regional Sales Director

Responsibilities

• 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.

Qualifications

• 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

• Total Cash Compensation: $260,100 – $468,175 USD
• Career Development: Leadership Coaching & Formal Mentorship Opportunities
• Financial Health: 100% 401k match up to 6% of salary
• Stock Ownership Potential
• Physical Health: Comprehensive health benefits (medical/dental/vision)
• Emotional Health: Trust-Based Time Off, 6-week Paid Sabbatical Program, 6-Week Paid Family Caregiving Leave, Competitive 8-24 Week Paid Parental Leave, Adoption Assistance
• Social Health: Charitable Matching Gifts program, Dollars for Doers volunteer program, Paid volunteering days
• Employee Resource & Affinity Groups