Overview

Join to apply for the Associate Sales Executive- Audience role at Morningstar.

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: 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.

Responsibilities

• 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
• Achieve and exceed individual annual sales / activity targets, assist fully in achieving group targets
• 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

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.