Senior Sales Director - Remote

Overview

The Group: Morningstar Latin America Team seeks a highly motivated Senior Sales Director focused on impactfully growing a book of assigned clients and prospects within the Wealth Management, Asset Management and Retirement segments.

In Short

• Exceed growth targets.
• Uncover client business needs and work with internal teams to determine optimal solutions.
• Establish and build relationships with key stakeholders.
• Identify new business groups and opportunities within the accounts.
• Employ winning strategies to maintain and grow adoption of Morningstar Direct.
• Master product demonstrations and knowledge of product capabilities.
• Forecast and proactively uncover opportunities within key business groups.
• Negotiate and close business.
• Develop growth plans for accounts.
• Document daily activities in SFDC.

Requirements

• At least five years of sales and account management experience in finance and investment.
• Proven track record of exceeding prior annual sales targets.
• Prior experience in a hunter role.
• Ability to build long-term client relationships with executive leadership.
• Strong leadership and time-management skills.
• Excellent verbal and written communication abilities.
• Ability to understand complex investment concepts.
• A bachelor’s degree required, MBA or CFA a plus.
• Languages: English, Spanish, and Portuguese.

Benefits

• Hybrid work environment with opportunities for remote work.
• Tools and resources to engage meaningfully with global colleagues.
• Additional benefits available to enhance flexibility.