Sales Development Representative

Job Title-Sales Development Representative
 

The Team:
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 Role:

We have a new opening for a Sales Development Representative (SDR) to join our growing go to market team.  The successful candidate will lead a high volume of outreach activity, making connections with advisers and decision makers at advice practices that fit the ideal client profile to generate new business opportunities for the business development team. They will play a crucial role in building the sales pipeline across Australia off our extensive digital marketing initiatives. This is a highly visible role that makes a direct and significant impact on business development success in growing Advice Software revenue

Shift: AU Shift

Job Responsibilities:

• Responsible for identifying, profiling and prospecting new advisers and practices for the business development team to secure and recruit.
• The successful candidate will work closely with marketing to generate demand, convert that demand to leads and qualify these leads to move the sales qualified opportunities with advisers and practices through the sales process.
• Be conversant and maintain a strong knowledge on our Advice Software solutions provided to advisers and practices.
• Making outbound calls to advisers to attend webinars and events focused on generating marketing qualified leads to prospect.
• Following a solutions-based, consultative approach to sales, you will take the time to understand the adviser and practice needs for their client base and present a compelling solution to gain commitment from the adviser to meet with a BDM.
• Achieve the required sales activity metrics such as calls, meetings, webinars, and targeted contacts to prospective advisers.
• Develop and complete quarterly objectives and key activity results to maximise probability sales success in each quarter end.
• Demonstrating following and completing the required sales process and metrics in Salesforce in a timely and accurate manner.
• You will work collaboratively to build strong internal relationships with Marketing and BDMs to execute on your agreed business plan to achieve your sales results.
• You will collect and analyse data pertinent to the advisers and practices prospected through a high level of engagement to determine the problems to solve.
• Perform other duties as necessary.

Qualification

• A bachelor’s degree.
• At least one (1) year’s professional work experience in business development or serving financial advisers and advice practices.
• A positive, focused, goal - oriented attitude and someone who is driven to succeed as an individual and as part of a team.
• Possess strong influencing and negotiation skills to effectively advance leads through the sales cycle.
• Strong work ethic, self-motivated and results-driven with an ability to prioritise in a fast-paced environment.
• Ability to work autonomously and in a collaborative team environment to achieve goals. Terrific prioritisation skills.
• Excellent and professional communicator, both oral and written.
• Possess an interest in investments and the financial advice industry.
• Love to meet and exceed goals on a daily, weekly and monthly basis.

Nice to Have:

• Strong drive to succeed, tenacity, planning and time-management skills are essential.
• The ability to listen effectively and have a natural curiosity to learn about others and their needs.
• A team player’s attitude that is results focused.
• Hands-on, organised individuals who meet deadlines and get the job done
• Empathy and the maturity to own and learn from challenges.
• Experience using Tableau and Salesforce (or similar).

Morningstar is an equal opportunity employer. 

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 work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically 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.