Morningstar · 7 hours ago
Inside Sales Representative
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$83K/yr - $150K/yrMorningstar is a company dedicated to helping investors achieve their financial goals through innovative products and solutions. They are seeking an ambitious Inside Sales Representative to support the Retirement Distribution team in managing sales activities and client relationships to drive growth across their core product offerings.
Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications
Responsibilities
Internal Sales Support: Day-to-day support of assigned Sales Directors. This includes, but is not limited to, documenting activity from the assigned Sales Directors and logging appropriate next steps, locating & sending follow-up collateral in a timely manner, and serving as point of contact in problem-solving situations with clients/prospects. The inside sales representative will ensure that Morningstar Retirement is seen as a responsive partner, advocate for our clients, and provide white glove service with attention to detail across channels and audiences
Sales Pipeline Management: The inside sales representative will be accountable for managing and progressing the pipeline of opportunities associated with their assigned external Sales Directors. They will be expected to develop a deep understanding of RIAs and RKs and learn how to translate meaningful conversations in the field into tangible plan sponsor opportunities. In partnership with their respective Sales Directors, the inside sales representative will also understand innerworkings and centers of influence associated with each individual opportunity and identify/facilitate the steps necessary to progress deals to won opportunities
Sales Enablement: Deliver high quality opportunity-specific sales collateral, create sales presentations from approved slide library to support field conversations, act as liaison between the sales team & marketing/research to ensure field team has useful collateral to impact their respective channels, and work cross-functionally to ensure contracted deals are being closed in line with revenue expectations as they come live
Develop a deep understanding of how to communicate the value proposition for our core product offerings, specifically Managed Accounts & Advisor Managed Accounts as a DQDIA or full-QDIA solution. The inside sales representative will learn to translate the complicated and confusing into simple and easy-to-understand by providing value-add talking points for plan specific opportunities to aid the progression of the deal cycle
Outbound Calling & Relationship Building: Proactively reach out to partners/prospects based on assigned Sales Director/channel
Identify and Qualify Upsell Opportunities: In a pseudo-Relationship Management function in support of our RK clients and existing plan sponsor clients, represent our PSA and MA offerings during their quarterly, semi-annual, or annual review cycle. Understand plan sponsors, committees, our core product offerings, and uncover opportunities to upsell our services to plan sponsors in conjunction with our RK partners
Request for Proposal (RFP Support): Play an active role in RFP process by providing necessary information and support and ensure timely completion
Plan Analysis/Year in Review: Support our inbound Plan Analysis and Year in Review requests and deliver quality analysis in a timely manner to our clients
Qualification
Required
Ambitious self-starter with the ability to produce high quality work
Team-oriented professional with demonstrated abilities to learn quickly and prioritize in a fast-paced environment
Advanced technical proficiencies in Microsoft Office Suite, including PowerPoint, Excel, and Word
Superior written and oral interpersonal skills
Experience working within a(n) investment management/defined contribution/financial service environment
Bachelor's degree required
Benefits
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
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 Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Company
Morningstar
Morningstar provides independent investment research to investors worldwide.
Founded in 1984
10001+ employees
H1B Sponsorship
Morningstar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)
Funding
Current Stage
Public CompanyTotal Funding
$91M2005-05-03IPO
1999-07-09Private Equity· $91M
Leadership Team
Kunal Kapoor
Chief Executive Officer
Lawrence Johnson
SVP & Head of Fintech Engagement
Recent News
Portfolio Adviser
2026-01-21
Portfolio Adviser
2026-01-21
2026-01-16
Company data provided by crunchbase