The Team: Morningstar, Inc. formed Morningstar Investment Management to leverage our extensive experience in investment consulting and retirement planning solutions. Morningstar Investment Management taps into the investment, advisory, and business strengths of Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, all three of which are registered investment advisors. We use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and investors.
The Role: Morningstar Investment Services, Inc. is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Morningstar Investment Services offers Morningstar Managed Portfolios, a fee-based investment management program, to financial advisors. The team seeks an External Wholesaler to join our growing internal sales team. The territory for this position includes Colorado, Idaho, Montana, Nevada, Utah, Washington, and Wyoming. This position is based in Colorado.
+ Build strong relationships based on service with existing advisor base.
+ Proactively identify and meet with new advisors in territory.
+ Conduct group and one-on-one meetings to promote Morningstar Managed Portfolios.
+ Follow up on leads in tandem with internal regional sales director.
+ Strategically manage time to maximize sales in territory.
+ Utilize Salesforce.com as a CRM to maximize penetration success.
+ Perform special tasks as needed.
+ Excellent verbal and written communication skills.
+ Demonstrated ability to successfully market investment products to the financial advisor community.
+ Strong ability to understand and evaluate a financial advisor`s practice.
+ Minimum of 2 years related industry experience.
+ Ability to work independently.
+ Strong interest and ability to explain portfolio management concepts.
+ Series 65 or 66 Licensed.
+ A bachelor`s degree.
Morningstar is an equal opportunity employer.