Sales Associate

Morningstar is a data, research, software and investment management company seeking a Sales Associate to join our Direct Platform team. We are committed to empowering investor success by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win. At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

The role entails supporting the Direct Platform business in Australia & New Zealand. A successful Sales Associate embraces challenges and change, considers themselves a people person and has a natural curiosity to learn about others and their needs. The Sales Associate role provides boundless opportunities for both personal and professional growth. Working with Marketing team, you will help drive Marketing Qualified Lead generation and then convert these leads into meetings with sellers across our Direct Platform and Sustainalytics teams. Through a combination of technical, product, and process knowledge, you will seek to understand client/prospect workflows and initiatives and then determine how Morningstar can help these clients achieve desired outcomes.

Job requirements include a bachelor’s degree or equivalent qualification. Additional education and accreditation valued. Minimum one to two years of experience in sales with a track record of goal attainment, a strategic approach to sales and a keen interest in business development. Experience gained in a financial services environment is desirable. Excellent interpersonal, communication (verbal and written), and relationship building skills, including the ability to listen effectively, present a compelling solution to client needs and clearly and effectively respond to objections. Results-driven with excellent attention to detail including an ability to prioritise in a fast-paced environment. Experience using Tableau, Salesforce, or similar. Love to meet and exceed goals on a daily, weekly and monthly basis. Interested in financial markets or services, particularly investing. Strong communication skills, both written and oral. A sense of optimism, humility and humour. The ability to work with integrity, professionalism, and a collaborative attitude.

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.