Sales Associate
Morningstar View all jobs
- Toronto, ON
- Permanent
- Full-time
- Drive Account Growth: Manage your portfolio, exceed sales targets, acquire new clients, and strengthen existing relationships.
- Engage Clients Proactively: Manage accounts actively to maximize revenue retention and ensure clients receive long-term value and satisfaction.
- Contract Management: Oversee contracting for new sales and renewals, collaborating with internal teams to ensure timely execution.
- Collaborative Teamwork: Work closely with sales colleagues, product management, pre-sales, after-sales consultants, and support teams to deliver integrated client solutions.
- Sales Forecasting & Reporting: Use Salesforce CRM to maintain accurate sales forecasts and ensure organizational alignment and transparency.- Industry Events: Represent Morningstar at industry events to raise awareness and showcase our solutions, generating new business opportunities.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 Selling Skills: You proactively seek new business, develop new opportunities, and build meaningful relationships to drive growth.
- Client-Centric Approach: You’re highly organized and passionate about cultivating long-term, successful client partnerships.
- Leadership & Vision: Skilled in long-range planning, time management, and providing guidance to clients and colleagues.
- Effective Communicator: Strong 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 independently when required.
- Charismatic & Influential: You inspire others and motivate them with your vision and enthusiasm.
- Entrepreneurial & Strategic Thinker: Demonstrate strong business instincts, an innovative mindset, and the ability to drive change and results.
- Degree within a financial or analytical discipline preferred or equivalent work experience
- Ideal candidates have at least two years of experience selling financial solutions. Experience with data solutions or financial research software is preferred.
- Experience working with Asset Managers and Wealth Managers in Canada is preferable.
- Proven track record of exceeding prior targets.
- Excellent written and verbal English communication skills. Fluency in French is a plus.
- Proficient in selling to multiple financial industry segments and uncovering client challenges.
- Ability to manage competing priorities effectively to maximize sales and retention.
- Excellent verbal and written communication skills to deliver professional, persuasive presentations and build client rapport.
Commission Target: 66%If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office 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.100_MstarResCanad Morningstar Research, Inc. (Canada) Legal Entity