Regional Sales Director
Dun & Bradstreet(19 days ago)
About this role
A Regional Sales Director at Morningstar Wealth sells Morningstar Managed Portfolios and investment solutions to independent broker-dealer financial advisors and registered investment advisors across a defined New England territory. The role is territory-based and focuses on promoting Morningstar’s capabilities, capital market insights, and products to drive advisor adoption and business growth.
Required Skills
- Relationship Building
- Sales
- Territory Management
- Salesforce
- Prospecting
- Presentation
- Portfolio Management
- Time Management
- Client Management
Qualifications
- CFP
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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