Morningstar Investment seeks a Business Development Consultant to expand advisory relationships and grow business in a defined territory. You will partner with the Divisional Sales Director to drive revenue and pipeline while leveraging CRM for prospecting, relationship-building, and follow-up.
The role requires 5+ years in financial services sales, a bachelor's degree in Finance/Business, and Series 65/66 or ability to obtain within six months. Travel up to 25% for select meetings is expected.