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About Morningstar: Morningstar is a leading global provider of independent investment insights, serving both individual and institutional investors across public and private markets. Our offerings include a wide range of data, research, and investment management services, with $300+ billion in assets under management. Operating in 32 countries, Morningstar supports financial advisors, asset managers, retirement plan providers, and more with comprehensive investment solutions.
The Role
- Sell and represent Morningstar audience products and services
- Close sales from existing and new advertisers, sponsors, and exhibitors
- Build a pipeline of sales prospects from existing and new clients
- Meet and exceed sales targets and activity metrics as directed
- Grow product and market knowledge, pro-actively seek development
- Follow and support the adoption and improvement of all required process
- Collaborate, communicate, and contribute to team activities and projects
Our clients receive the highest levels of service through a full understanding of their needs. Our commitment is to continually improve our knowledge of our clients. The successful applicant will be adaptable, determined, and able to deliver to objectives. Communication, both with clients and colleagues, is a vital part of the role.
This is a sales role focused on results. Closing business and building the pipeline of potential business from existing and new customers is the single biggest objective.
Key Job Responsibilities: Sales, Audience
- Achieve and exceed individual annual sales / activity targets, assist fully in achieving group targets. By identifying and closing new business and growth from existing client base.
- Understand the content, presentation and development of the Morningstar audience solutions offerings including digital, print and conferences, research new advertisers, and manage the sales process.
- Work closely with the Audience Customer Success Team to manage and deliver campaigns from allocated existing customers. Seek innovative ways to enhance the value proposition and deliver more client benefit.
- Monitor and understand the position of competitors
- Acquire proficiency and develop excellence in use of all service delivery systems
- Adhere to all internal procedures and requirements of the business, including preparation of proposals and contract agreements.
- Support and assist the existing sales team.
- Provide accurate and timely reporting of activities and results
- Maintain an accessible contacts database using the company SalesForce platform, and record client contact, pipeline and activities as directed within SalesForce.
- Create and share reports as required and communicate effectively with internal teams, clients and management.
- Ensure client deliverables are met and fulfill contract obligations.
- Maintain knowledge of financial/digital industry and champion Morningstar through active participation in industry events and client engagement.
- Positive engagement with all tasks and requests, and active contribution to learning and improvement is expected.
Requirements
- 1-3 years of digital sales experience with solution-based selling techniques is required, preferably within the financial industry.
- Excellent communication skills, both written and verbal. Strong relationship building and negotiation skills.
- Excellent use of presentation capabilities to sell the value proposition and demonstrate consultative sales capabilities
- Able to solve problems creatively with available resources.
- Familiarity with productivity software (Word, Excel etc.), sales platform (e.g. SalesForce).
- Ability to assess solutions, and excellent attention to detail. Organised and logical, with the ability to adapt.
- Excellent teamwork skills and the ability for independent work where required
- Goal-oriented with desire and ability to exceed targets.
- Written and verbal fluency in a European language is an advantage.
- Knowledge and application of financial and investment products.
Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least 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.
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