Internal Sales Consultant
Dun & Bradstreet(1 month ago)
About this role
The Internal Sales Consultant is a Chicago-based sales role within Morningstar Investment Management focused on supporting the firm’s managed account business across an assigned territory. The position sits in the Investment Management group and partners with regional sales and investment teams to engage advisor clients. It is part of Morningstar’s broader investment advice, consulting, and retirement-solutions organization.
Required Skills
- Managed Portfolios
- Client Sourcing
- Relationship Management
- Phone Communication
- Virtual Communication
- Salesforce
- Portfolio Knowledge
- Prospecting
- Collaboration
- Communication
Qualifications
- Bachelor's Degree
- SIE
- Series 65
- Series 66
About Dun & Bradstreet
dnb.comDun & Bradstreet provides commercial data, analytics, and insights that help organizations meet sales and marketing goals, manage global supply chains, and mitigate credit risk. Backed by nearly two centuries of business data, D&B offers authoritative company intelligence, standardized firmographics, risk scores, and identifiers to support customer acquisition, supplier management, and compliance. Their platforms and APIs deliver global coverage and analytics to power finance, procurement, and go-to-market decision-making. Businesses rely on D&B for scalable, data-driven solutions that improve operational and strategic performance.
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