USCIS

Regional Sales Director

USCIS

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • Minnesota • United States

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Salary

💰 $260,100 - $468,175 per year

Job Level

Lead

About the role

  • Build and maintain strong plan sponsor relationships by working with plan sponsors directly or indirectly through retirement plan provider relationships.
  • Develop and facilitate presentations that support the business's strategic marketing messages and make a compelling case for introducing our services to a relationship.
  • Identify appropriate opportunities for client relationship expansion and promotion of the managed account service.
  • Partner with other field sales representatives and various functional groups across Morningstar Investment Management in order to develop creative solutions that meet client needs.
  • Monitor and provide feedback on client and competitive activities in the marketplace.

Requirements

  • 5 years of customer-facing sales experience within a(n) investment management/defined contribution/financial service environment.
  • Team-oriented professional with demonstrated abilities in negotiation and persuasion.
  • Superior written and oral interpersonal skills.
  • Ambitious self-starter with the ability to generate strategic focus and follow through.
  • Advanced technical proficiencies in Microsoft Office Suite, including PowerPoint, Excel, and Word.
  • A bachelor`s degree is a minimum requirement; CIMA/AIF/CFP designations highly desirable.
  • Approximately 50% of your time will be spent on travel.
Benefits
  • 100% 401k match up to 6% of salary
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission
  • Comprehensive health benefits (medical/dental/vision)
  • Potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually)
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disability insurance
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
  • Tuition Reimbursement
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer-facing sales experiencenegotiationpersuasionstrategic focuspresentation developmentclient relationship expansionmarketplace feedbackinvestment managementdefined contributionfinancial services
Soft Skills
team-orientedinterpersonal skillsself-starterambitioncreativity
Certifications
bachelor's degreeCIMAAIFCFP