Senior Sales Executive

Morningstar; London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A leading company in the financial industry is seeking an experienced Sales professional based in London. This role involves managing key accounts, developing new business, and leveraging market knowledge to meet client needs. The ideal candidate will have strong interpersonal skills, a track record of success in sales, and an understanding of financial products. The hybrid work model allows for flexibility and collaboration.

Qualifications

• Proven track record of success in developing key accounts and closing new business.
• Good understanding of market and client needs in the UK financial industry.

Responsibilities

• Maintain and grow a book of business while exceeding sales targets.
• Work closely with sales teams, product management, and clients.
• Accurate reporting using Salesforce CRM and managing pipeline.

Skills

Relationship management

Consultative selling

Ownership

Interpersonal skills

Knowledge of financial markets

Proactivity

Job description

Our company is seeking an experienced Sales professional to both:

• Manage and grow a book of business including some of our key clients.
• Develop new business in the UK and acquire new clients.

This person needs to be knowledgeable about the UK financial industry and have a good understanding of market and client needs.

She/he should be capable of developing and managing relationships with major financial organizations at a decision-making and user level.

Responsibilities

• Maintain an existing book of business and acquire new clients/develop existing relations to exceed the sales target based on net new business.
• Work closely with other sales professionals, product management/development, Pre-Sales and after-sales consultants, clients, and sales support teams to ensure a world-class product offering for our clients.
• You will be responsible for accurate and timely reporting using our Salesforce CRM system, as well as managing your pipeline and forecast.
• Manage contracts for new and renewal business together with other internal stakeholders.
• Use Morningstar products and IP to advise clients and build solutions that empower client success.

Relevant characteristics include:

• The individual must be a self-starter/learner and a team player with an inclusive mindset, inspired to work with and inspire others.
• Hands-on, taking ownership, and remaining in the driver’s seat for all client requests, even when other departments are in charge; you will be the ultimate owner of your book of business and success.
• Good listener with a consultative selling approach and strong interpersonal and relationship management skills.
• Structured, able to prioritize, and persistent.
• A proven track record of success in developing key accounts and closing new business in the UK.
• Entrepreneurial mindset and proactive approach to support other departments in developing client relationships and partnerships.
• A good command of financial markets and investment products.
• Transparent and proactive in sharing information.
• Energetic, creative, flexible, and willing to learn new things.

About the Role

Our company is seeking an experienced Sales professional to:

• Manage and grow a book of business including some of our key clients.
• Develop new business in the UK and acquire new clients.

This person needs to be knowledgeable about the UK financial industry and have a good understanding of market and client needs.

She/he should be capable of developing and managing relationships with major financial organizations at a decision-making and user level.

Additional Information

Morningstar’s hybrid work environment offers the opportunity to work remotely with in-person collaboration at least three days a week. We also provide various benefits to support flexibility as needs evolve. Regardless of location, you will have the tools and resources to engage meaningfully with your global colleagues.