Associate Sales Director

4 Months ago • 1-3 Years • Business Development

Job Summary

Job Description

Morningstar seeks an Associate Sales Director in Shanghai. This role involves generating new business, ensuring world-class client solutions, and contributing to product development. Ideal candidates have 1-3 years of B2B sales experience in the financial services sector, strong communication skills, and a passion for helping investors succeed.
Must have:
  • B2B Sales
  • Financial Services
  • Communication Skills
  • Investor Success
Good to have:
  • Market Information
  • Financial Data
  • CRM Systems
  • Product Knowledge
Perks:
  • Hybrid Work
  • Global Colleagues

Job Details

Job Description

职责描述:

•基于新客户的开发和原有客户的深入合作,追求卓越的销售目标;

•与产品,开发,和销售支持团队紧密合作,确保为我们的客户提供世界一流的解决方案;

•确保我们的产品线满足市场需求并继续发展业务;

•通过积极参加相关的金融活动,例如论坛,研讨会和会展,发现和挖掘潜在客户;

•使用我们内部的CRM系统进行准确,及时的报告,并管理新的和续订业务的合同。

 

任职要求:

•热爱销售事业,热衷于帮助投资者实现投资目标;

•具备良好的沟通能力,和呈现能力,熟悉产品知识,代表晨星专业的销售顾问水准;

•具有团队合作精神,乐于分享;

•关注市场动态,与产品管理人员,销售同事和管理人员共享市场信息,促进产品优化提升;

•具备1-3年的机构销售经验(或相关的市场营销经验),金融服务领域优先;

•具有支持和/或销售财务数据和解决方案的经验者优先;

•能够理解客户复杂的投资要求;

•具备快速学习能力,迅速了解Morningstar的产品业务;

•优秀的中文和英文读写能力;

•本科学历或同等学历以上,金融相关专业背景优先。

 

We’re now looking for a Sales, who will be based in Shenzhen or Shanghai. As a Sales, you will focus on generating new business across all of Morningstar’s main product lines.

 

About the Role

You will be reporting to Head of Sales, China. Although you will receive some incoming leads, you will be responsible for generating the majority of new business leads on your own. Your target clients are insurance companies, asset managers, brokerage firms, banks and fin-tech firms. We’re looking for someone with hands-on initiative, strong leadership, and the ability to build long-term client relationships.

 

Job Responsibilities

  • Exceed the sales target, which is based on new business from new clients and growing an existing base of business.
  • Work closely with other sales professionals, product, development, implementation and client and sales support teams to ensure a world-class solution offering for our clients.
  • Ensure that our product lines meet the market needs and continue to grow the business.
  • Take part in client forums and other activities with prospects and clients such as conferences and exhibitions.
  • You will be responsible for accurate and timely reporting using our in-house CRM system and managing the contracts for new and renewal business.

 

Qualifications

  • Passionate about helping investors achieve their goals
  • A talented communicator and face-to-face presenter, able to demonstrate expert-level knowledge of the products sold and to represent Morningstar in a professional manner.
  • Skilled at working as part of a team, sharing information, leads, market information, and competitive feedback with product management, sales colleagues, and management.
  • 1-3 years of business-to-business sales experience (or relevant marketing/commercial experience), preferably in the financial services sector.
  • Prior experience supporting and/or selling financial data and solutions is preferred.
  • Ability to understand complex investment requirements.
  • Understanding of, or ability to learn fast about Morningstar capabilities and key intellectual properties.
  • Excellent written and spoken Chinese & English language skills.
  • A minimum of a bachelor’s degree or equivalent in a related field.

 

C98_MstarShanghaiLtd Morningstar (Shanghai) Limited Legal Entity

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.

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