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Sales Associate

Sales Associate

Morningstar, Inc.London, England, United Kingdom
30+ days ago
Job type
  • Full-time
Job description

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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?

  • Self-Starter & Quick Learner : You thrive in a fast-paced, ever-changing environment and are driven to exceed expectations.
  • Strong Networking Skills : You know how to build meaningful relationships and leverage them to create new business opportunities.
  • Client-Centric Approach : You're highly organized and passionate about cultivating long-term, successful client partnerships.
  • Leadership & Vision : Excellent at long-range planning, time management, and providing guidance to both clients and colleagues.
  • Effective Communicator : Exceptional verbal and written communication skills, with the ability to deliver persuasive and professional presentations.
  • Team-Oriented & Independent : You excel in high-performance environments and can work autonomously when needed.
  • Charismatic & Influential : You inspire others and bring them along with your vision and enthusiasm.
  • Entrepreneurial & Strategic Thinker : Strong business instincts, innovative mindset, and a natural ability to drive change and results.
  • Requirements :

  • Degree or equivalent with a financial or analytical discipline preferred.
  • Ideal candidates will have 2+ years of selling Market Data solutions, preferably from providers such as Bloomberg, Refinitiv, or Factset.
  • Experience working with Asset Managers and Wealth Managers in the 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 maximize sales and retention.
  • Strong business instincts, good judgment, and a creative mindset.
  • High ethical standards, high attention to detail, inquisitive and eager to learn.
  • Morningstar's hybrid work environment offers remote work options with in-person collaboration at least three days a week. Additional benefits are available to support flexibility. Tools and resources are provided to engage meaningfully with global colleagues.

    Job ID : AP-22431373

    J-18808-Ljbffr

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    Sales Associate • London, England, United Kingdom