Sales Associate

The Group : Morningstar’s EMEA Mid-Market Sales team is an exciting new team at the forefront of helping clients strengthen and growth their businesses by delivering solutions that empower their success. Focused on small to medium-sized client accounts with untapped growth potential, we work across diverse client segments including Asset Management, Wealth Management, Banks, Financial Advisory, Retirement, and FinTech’s. The Group constructs impactful client solutions leveraging Morningstar’s market leading Data & Analytics, Research and Indexes.

The Role :

We are seeking a dynamic and results-driven Sales Professional to grow our business with Mid-Market client accounts across the UK. In this role you will :

Take ownership of a portfolio of Mid-Market client accounts across the UK with significant growth potential, creating strong client relationships by articulating Morningstar’s value proposition across a broad range of Morningstar’s Enterprise products.

Develop new business opportunities with new clients, expanding our footprint within the territory.

This is an exciting opportunity for someone with a deep understanding of the financial industry, market trends and client requirements. You will play a pivotal role in building and nurturing relationships with financial organizations ripe for growth, at both decision-making and user levels.

Key Responsibilities :

• Drive Account Growth : Take ownership of your book of business, surpassing sales targets by acquiring new clients and deepening relationships with existing ones.
• Engage Clients Proactively : Manage accounts with a hands-on approach, maximizing revenue retention while ensuring clients receive long-term value and satisfaction.
• Contract Management : Oversee the contracting process for new sales and renewals, collaborating with internal teams to ensure timely client execution.
• Collaborative Teamwork : Work closely with wider sales colleagues, product management, pre-sales, after-sales consultants, and support teams to deliver integrated solutions for your clients.
• Sales Forecasting & Reporting : Use Salesforce CRM to maintain accurate sales forecasts, ensuring alignment and transparency across the organization.
• Industry Events : Represent Morningstar at prominent industry events, raising awareness and showcasing our solutions to generate new pipeline.

What We Are Looking For?

Requirements :

Degree or equivalent with a financial or analytical discipline preferred.

Ideal candidates will have 2+ years of selling Market Data solutions ideally from a provider such as Bloomberg, Refinitiv or Factset.

Experience working with Asset Managers and Wealth Managers in UK is preferable.

Proven track record of exceeding prior targets.

Excellent written and verbal communication skills in English. Fluency in German is a plus.

Proficient in selling to multiple financial industry segments and uncovering client challenges.

Ability to effectively manage competing priorities to maximise sales and retention.

Excellent verbal and written communication abilities to deliver professional and persuasive presentations and create client rapport.

Strong business instincts, good judgment, and creative mindset.

Impeccable character with high ethical and quality standards

High attention to detail, inquisitive and eager to learn.

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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