Now Hiring - Internal Sales Consultant in Chicago, IL

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:

The Internal Sales Consultant will 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 with your regional sales director to increase business within your assigned territory.

This position is based in our Chicago office with a hybrid work schedule.

Responsibilities:

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

• Identify and develop relationships with new advisors within an assigned territory.

• Provide service to existing advisor clients within a territory.

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

• Interact with the service team and investment team as needed.

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

Qualifications:

• A bachelor's degree is required.

• Minimum of two years related industry experience.

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

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

• Excellent spoken and written communication skills.

• The ability to work independently.

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

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

If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentially 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 work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days 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.