Senior Sales Executive

About the Role

Our company is seeking an experienced Sales to both :

Manage and grow a book of business including some of our key clients.

Develop new business in the UK and acquire new clients

This person needs to be knowledgeable about the UK financial industry and have a good understanding of market and client needs.

She / he should be capable of developing and managing relationships with major financial organizations at a decision-making and user level.

Responsibilities

Maintain an existing book of business and acquire new clients / develop existing relations to exceed the sales target based on net new business.

Work closely with other sales professionals, product management / development, Pre Sales and after sales consultants, clients and sales support teams to ensure a world-class product offering for our clients.

You will be responsible for accurate and timely reporting using our SalesForce CRM system as well as managing your pipeline and forecast.

Further you will manage the contracts for new and renewal business together with other internal stakeholders.

Use Morningstar products and IP to advise clients and build solution empowering client success.

Relevant characteristics will include :

The individual we are seeking must be a self-starter / Learner and a team player with an inclusive mindset. You should be inspired to be working with people and inspiring for others.

Hands on, taking ownership and remaining in the driver seat for all client requests even when other departments are in charge, you will be the ultimate owner of your BoB and success.

Good listener with a consultative selling approach and strong interpersonal, relationship management skills.

Should be structured, able to prioritize and persistent.

A proven track record of success in developing key accounts and closing new business in the UK.

As an entrepreneurial mindset and proactive approach to drive and support other departments in developing the client relation and partnerships

A good command of the financial markets and investment products.

Transparent and sharing information proactively.

Energy, creativity, flexibility and a willingness to learn new things.

U99_MstarUKLtd Morningstar UK Ltd. Legal Entity

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.