Sales Associate

Canada Mid-Market Sales Team – Sales Associate

Morningstar Canada's sales organization is expanding. The Mid-Market Sales role helps clients strengthen and grow their businesses by delivering solutions that support their success.

This role focuses on small to medium-sized client accounts with significant growth potential. We serve diverse segments, including Asset Management, Wealth Management, Banks, Financial Advisory, Retirement, and FinTech. The position develops impactful client solutions using Morningstar's leading Data & Analytics, software, Research, and Indexes.

The Role:

We are seeking a dynamic, results-driven sales professional to grow our business with Mid-Market client accounts across Canada. In this role, you will:

• Manage a portfolio of Canadian Mid-Market client accounts with strong growth potential, building client relationships by communicating Morningstar's value across a broad range of enterprise products.
• Develop new business opportunities and expand our presence within the territory.

This is an exciting opportunity for someone with a deep understanding of the financial industry, market trends, and client requirements. You will play a pivotal role in building and nurturing relationships with financial organizations ripe for growth, at both the decision-making and user levels.

Key Responsibilities:

• 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.

The Requirements:

• 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. Strong business instincts, good judgment, and a creative mindset.
• Impeccable character with high ethical and quality standards. Close attention to detail, inquisitive, and eager to learn.

Base Salary Compensation Range: 46,657-68,423 CAD Annual Commission Target: 66%

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.

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