Regional Sales Director
External
Morningstar · Ambler, PA$260K–$468K/yrFull-timeOn-siteToday
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About the role
Sell Morningstar Managed Portfolios to independent broker-dealers and RIAs across a Mid-Atlantic territory. Build and maintain advisor relationships, run group and one-on-one meetings, follow up on leads with internal sales consultants, manage territory and time strategically, and use Salesforce to track and grow penetration.
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