Internal Sales Consultant

Internal Sales Consultant position at Morningstar Investment Management group. The role involves working with Regional Sales Directors to increase managed account business within an assigned territory, and collaborating with the Portfolio Specialist and Investment Management teams.

Requirements

• Bachelor's degree
• Minimum of two years related industry experience
• Demonstrated ability to develop sales relationships with financial advisors over the phone and zoom
• Strong interest in and the ability to explain portfolio management and market concepts
• Excellent spoken and written communication skills
• The ability to work independently
• SIE or ability to obtain within 3 months of employment
• Series 65/Series 66 or ability to obtain within 6 months of employment

Benefits

• Financial Health
• Physical Health
• Emotional Health
• Social Health