At a Glance
- Tasks: Expand advisory relationships and drive revenue in a defined territory.
- Company: Morningstar Investment, a leader in financial services.
- Benefits: Competitive salary, travel opportunities, and professional growth.
- Other info: Opportunity for career advancement and networking in the industry.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: 5+ years in financial services sales and a relevant degree.
The predicted salary is between 45000 - 50000 £ per year.
Morningstar Investment seeks a Business Development Consultant to expand advisory relationships and grow business in a defined territory.
You will partner with the Divisional Sales Director to drive revenue and pipeline while leveraging CRM for prospecting, relationship-building, and follow-up.
The role requires 5+ years in financial services sales, a bachelor’s degree in Finance/Business, and Series 65/66 or ability to obtain within six months.
Travel up to 25% for select meetings is expected. #J-18808-Ljbffr
We think you need these skills to ace Regional Investment Advisor — Growth & Partnerships
Business Development
Sales Skills
Financial Services Knowledge
CRM Proficiency
Relationship-Building
Revenue Generation
Pipeline Management
