Sales Associate at Morningstar

• We are looking to appoint a Sales Associate for Morningstar Investment Management South Africa where you will be a member of the South African sales team that leads Morningstar’s sales efforts for our managed portfolio and global fund range in SA to ensure we deliver our market-leading proposition to adviser firms.
• Working with the Sales team, you will take a collaborative approach to planning and executing sales actively to generate new business from prospects and existing clients. You will also provide pre and post-sales support, to prospective and existing clients, to grow the business and AUM. Your role will entail support across various functions within the sales team with a key focus on technical and client servicing support.

Responsibilities

• Lead the onboarding process for all new advisers within the sales team.
• Assist sales team with pre and post-sales lead generation and support.
• Assist the sales team with formulating and checking content, presentations, and all adviser resources.
• Support the sales team through updating and maintaining the pitch pack.
• Assist clients by running comparisons on Morningstar tools and provide training on all Morningstar tools to clients.
• Utilise Salesforce.com as a CRM and lead the Salesforce process within the sales team.
• Assist clients with book reports and transition management into the Morningstar portfolios.
• Assist the sales team to screen and contact leads.
• Work with marketing & events to assist with the organising of portfolio report backs, presentations and other events.
• Assist the sales team in running the monthly sales report.
• Lead the process of monthly bulk mailers and ensure the website is maintained by uploading content, factsheets, and other resources on an ongoing basis.
• Develop a strong knowledge of client needs to ensure exceptional client service.
• Assist the sales team with running client webinars.
• Work closely with the compliance team to ensure all compliance requirements are communicated to the sales team and to clients.
• Provide clients with an exceptional and knowledgeable level of product support to make using our services simple and effective.
• Conduct group and one-on-one meetings to promote the Morningstar Managed Portfolios service and lead the online service offering within the sales team. 
• Perform special tasks as needed.

Requirements 

• Minimum Bcom/equivalent investment or finance-related qualification.
• Excellent verbal and written communication skills.
• Good investment and product knowledge.
• Sound knowledge of the financial advice process.
• Basic understanding of traditional finance, economics, investing and behavioral finance.
• Comfortable working in a high-performance team environment and the ability to work independently with limited oversight.
• Impeccable character with high ethical and quality standards.
• Comfortable working in a quantitative environment and have basic knowledge of investment tools such as Morningstar Direct or willingness to learn.
• Strong interest and ability to explain portfolio management concepts. 
• Extreme attention to detail.
• Meticulous about accuracy, grammar, triple-checking documents, and neatness.
• Enjoys and takes pride in putting together slides/ sales material.
• Proficient in Microsoft Excel and Powerpoint.
• Excellent grammar. Good at editing/ checking documents.
• Serious about providing excellent and efficient client service and a love for working with clients. 
• Ability to work under pressure.
• Interest in investment markets.
• Pro-active, task-driven and output-orientated.