Sales Associate

Join Morningstar's EMEA Mid-Market Sales team to help clients strengthen and grow their businesses by delivering solutions that empower their success. Manage a portfolio of small to medium-sized client accounts across Asset Management, Wealth Management, Banks, Financial Advisory, Retirement, and FinTech sectors. Leverage Morningstar's market-leading Data & Analytics, Research, and Indexes to construct impactful client solutions with significant growth potential.

• Possess 2+ years of experience selling Market Data solutions from providers such as Bloomberg, Refinitiv, or Factset. • Show proven track record of exceeding prior sales targets. • Demonstrate experience working with Asset Managers and Wealth Managers in UK. • Display excellent written and verbal communication skills in English. • Show proficiency in selling to multiple financial industry segments and uncovering client challenges. • Demonstrate ability to effectively manage competing priorities to maximize sales and retention. • Possess excellent verbal and written communication abilities to deliver professional and persuasive presentations and create client rapport. • Display strong business instincts, good judgment, and creative mindset. • Show impeccable character with high ethical and quality standards. • Demonstrate high attention to detail, inquisitive nature, and eagerness to learn. • Hold degree or equivalent with financial or analytical discipline preferred.

• Show fluency in German language. • Demonstrate experience with Salesforce CRM for sales forecasting and reporting. • Display experience representing companies at prominent industry events. • Show understanding of Morningstar's Enterprise products and value proposition. • Demonstrate experience with contract management for new sales and renewals. • Display ability to work collaboratively with product management, pre-sales, after-sales consultants, and support teams. • Show experience in fast-paced, ever-changing environments. • Demonstrate entrepreneurial mindset and natural ability to drive change and results.

• Take ownership of portfolio of Mid-Market client accounts across UK with significant growth potential, creating strong client relationships by articulating Morningstar's value proposition. • Drive account growth by surpassing sales targets through acquiring new clients and deepening relationships with existing ones. • Develop new business opportunities with new clients, expanding footprint within territory. • Engage clients proactively with hands-on approach, maximizing revenue retention while ensuring clients receive long-term value and satisfaction. • Manage contracting process for new sales and renewals, collaborating with internal teams to ensure timely client execution. • Work closely with wider sales colleagues, product management, pre-sales, after-sales consultants, and support teams to deliver integrated solutions. • Use Salesforce CRM to maintain accurate sales forecasts, ensuring alignment and transparency across organization. • Represent Morningstar at prominent industry events, raising awareness and showcasing solutions to generate new pipeline. • Build meaningful relationships at both decision-making and user levels within financial organizations. • Provide long-range planning, time management, and guidance to both clients and colleagues.

• Work at global investment research company with market-leading Data & Analytics, Research, and Indexes. • Join exciting new EMEA Mid-Market Sales team at forefront of helping clients strengthen and grow their businesses. • Experience hybrid work environment with opportunity to work remotely and collaborate in-person at least three days each week. • Access range of benefits to enhance flexibility as needs change. • Receive tools and resources to engage meaningfully with global colleagues regardless of location. • Work with diverse client segments including Asset Management, Wealth Management, Banks, Financial Advisory, Retirement, and FinTech. • Benefit from equal opportunity employment without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics. • Access reasonable accommodations during application process if needed for medical condition or disability. • Work at London office location.

Morningstar is a global investment research company committed to creating and preserving equal opportunity for all employees and applicants. The company provides market-leading Data & Analytics, Research, and Indexes to help financial organizations strengthen and grow their businesses. Morningstar makes all employment decisions without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics.