Business Development Manager (Inside Sales) At Morningstar, your contributions have meaning and can drive change. Our mission is to empower investor success. With operations in 29 countries, we've invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do.
The Group: The Investment Management group is a global team guided by Morningstar's investment principles in managing portfolios to help investors reach their financial goals. Our vision is to delight financial advisers that align entirely with our mission, values, and principles, helping their clients reach terrific outcomes.
The Opportunity: We have a new opening for a Business Development Manager to join our growing inside sales team in Sydney. This exciting role is focused on business development of Morningstar's managed portfolio solutions to financial advisers.
Responsibilities: Responsible for identifying, prospecting, qualifying, securing and winning new like-minded advisers to recommend Morningstar managed portfolios to the clients they serve. Responsible for upselling to advisers who have already entrusted segments of their clients to Morningstar managed portfolios. Work alongside advisers, business owners and their operational teams to remove barriers preventing their practice from achieving their desired business goals. Collaborate closely with marketing to generate demand and convert that demand to leads. Maintain a strong knowledge on Morningstar managed portfolio solutions and the practice optimisation benefits they provide to advisers. Collect and analyse data pertinent to advice businesses through engagement to determine the problems to solve. Follow a solutions-based, consultative approach to sales, understanding adviser needs and presenting compelling solutions. Influence and educate advisers on the value proposition of our managed portfolio solutions. Make outbound calls and zoom meetings with advisers who have been qualified by Sale Development Representatives. Achieve the required sales activity metrics such as calls, meetings, and targeted contacts. Develop and complete quarterly objectives to maximise sales success. Complete the required sales process and metrics in Salesforce in a timely manner. Perform other duties as necessary. Qualifications: A bachelor's degree. At least 3 years professional work experience in business development or serving financial advisers. Results-driven with excellent attention to detail. Strong influencing and negotiation skills. Excellent and professional communicator, both oral and written. Possess an interest in investments and the financial advice industry. RG146 certified or ability to attain certification in first 12 months. Human skills: Strong drive to succeed and planning skills. The ability to listen effectively and learn about others' needs. A team player's attitude that is results focused. Empathy and maturity to own and learn from challenges. Other things that would be useful to have, but not necessary: Experience using Tableau and Salesforce (or similar).
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