Australia Job Openings
Morningstar
Business Development Manager (Inside Sales)
Sydney
FULL TIME
October 20, 2024
At Morningstar, your contributions have meaning and can drive change. Our mission is to empower investor success. Our entrepreneurial spirit and uncompromising ethics guide everything we do.
The Opportunity:
We have a new opening for a Business Development Associate to join our growing go to market team in Sydney. 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 selling managed portfolios to advisers. This role is required to be Sydney based.
Qualifications
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.
The Opportunity:
We have a new opening for a Business Development Associate to join our growing go to market team in Sydney. 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 selling managed portfolios to advisers. This role is required to be Sydney based.
Responsibilities:
- Responsible for identifying, profiling, prospecting, and qualifying like minded 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 managed portfolio solutions and the practice optimisation benefits they provide 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 partner with Morningstar.
- Influencing, persuading and educating advisers on the value proposition to their clients and practice of utilising our managed portfolio solutions by considering varying client segments in their business.
- 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 the investment, marketing and practice optimisation specialists 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.
Qualifications
Qualifications & experience required:
704_Mstar Aus Asia Pty L Morningstar Australasia Pty Limited Legal Entity
- A bachelor’s degree.
- At least one (1) year’s professional work experience in a sales role selling to financial advisers and advice practices.
- A demonstrated ability to successfully prospect and sell to financial advisers.
- 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. Including presenting a a compelling solution to advisers.
- Strong work ethic, self-motivated and results-driven with an ability to prioritise in a fast-paced environment.
- Proven ability to work autonomously and in a collaborative team environment to achieve goals.
- Excellent and professional communicator, both oral and written.
- Possess a strong interest in investments and the financial advice industry.
- RG146 certified or ability to attain certification in first 12 months of being hired.
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.
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