Sales Associate

Morningstar Credit Ratings, LLC; City Of London; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A prominent financial services firm is looking for a Sales Associate in the City of London to expand relationships with Mid-Market clients. The ideal candidate should have experience in selling Market Data solutions and a degree in finance or analytics. Responsibilities include engaging with clients, managing accounts, and growing sales through proactive outreach. A dynamic work environment and opportunity for hybrid working are offered, along with competitive benefits.

Benefits

Flexible work environment

Opportunities for professional growth

Qualifications

• 2+ years of experience in selling Market Data solutions.
• Experience with Asset Managers in the UK.
• Fluency in German is a plus.

Responsibilities

• Drive account growth by acquiring new clients.
• Engage clients proactively to maximize revenue.
• Manage contracting process for sales.
• Collaborate with internal teams for integrated solutions.
• Use Salesforce for sales forecasting.

Skills

Sales experience

Strong networking skills

Client-centric approach

Effective communication

Entrepreneurial thinking

Education

Degree in Finance or Analytics

Tools

Salesforce CRM

Job description

Sales Associate – Morningstar Credit Ratings, LLC • City Of London, England, GB

Requisition ID: AP-22431373 | Type: Full Time

Overview

Morningstar’s EMEA Mid-Market Sales team is an exciting new team at the forefront of helping clients strengthen and grow their businesses by delivering solutions that empower their success. Focused on small to medium‑sized client accounts with untapped growth potential, we work across diverse client segments including Asset Management, Wealth Management, Banks, Financial Advisory, Retirement, and FinTech. The group constructs impactful client solutions leveraging Morningstar’s market‑leading Data & Analytics, Research and Indexes.

Role Description

We are seeking a dynamic and results‑driven Sales Professional to grow our business with Mid‑Market client accounts across the UK. In this role you will take ownership of a portfolio of Mid‑Market client accounts, create strong client relationships by articulating Morningstar’s value proposition across a broad range of Enterprise products, and develop new business opportunities with new clients, expanding our footprint within the territory.

Key Responsibilities

• Drive Account Growth: Take ownership of your book of business, surpassing sales targets by acquiring new clients and deepening relationships with existing ones.
• Engage Clients Proactively: Manage accounts with a hands‑on approach, maximizing revenue retention while ensuring clients receive long‑term value and satisfaction.
• Contract Management: Oversee the contracting process for new sales and renewals, collaborating with internal teams to ensure timely client execution.
• Collaborative Teamwork: Work closely with wider sales colleagues, product management, pre‑sales, after‑sales consultants, and support teams to deliver integrated solutions for your clients.
• Sales Forecasting & Reporting: Use Salesforce CRM to maintain accurate sales forecasts, ensuring alignment and transparency across the organization.
• Industry Events: Represent Morningstar at prominent industry events, raising awareness and showcasing our solutions to generate new pipeline.

Core Skills & Attributes

• Self‑Starter & Quick Learner – Thrive in a fast‑paced, ever‑changing environment and are driven to exceed expectations.
• Strong Networking Skills – Build meaningful relationships and leverage them to create new business opportunities.
• Client‑Centric Approach – Highly organized and passionate about cultivating long‑term, successful client partnerships.
• Leadership & Vision – Excellent at long‑range planning, time management, and providing guidance to both clients and colleagues.
• Effective Communicator – Exceptional verbal and written communication skills, with the ability to deliver persuasive and professional presentations.
• Team‑Oriented & Independent – Excel in high‑performance environments and can work autonomously when needed.
• Charismatic & Influential – Inspire others and bring them along with your vision and enthusiasm.
• Entrepreneurial & Strategic Thinker – Strong business instincts, innovative mindset, and a natural ability to drive change and results.

Requirements

• Degree or equivalent with a financial or analytical discipline preferred.
• Ideal candidates will have 2+ years of selling Market Data solutions, ideally from a provider such as Bloomberg, Refinitiv, or Factset.
• Experience working with Asset Managers and Wealth Managers in the UK is preferable.
• Proven track record of exceeding prior targets.
• Excellent written and verbal communication skills in English.
• Fluency in German is a plus.
• Proficient in selling to multiple financial industry segments and uncovering client challenges.
• Ability to effectively manage competing priorities to maximise sales and retention.
• Strong business instincts, good judgment, and creative mindset.
• Impeccable character with high ethical and quality standards; high attention to detail, inquisitive and eager to learn.

Hybrid Work Environment & Benefits

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in‑person each week, with at least three days in the office. A range of other benefits are also available to enhance flexibility as needs change.

Employment: Equal Opportunity

Right to Work (English) • Right to Work (Spanish) • EEO is the Law: Pay Transparency Notice – Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.