Sales Development Representative

Morningstar is a leading provider of investment research and services, and they are seeking a Sales Development Representative to drive new business opportunities in the financial services sector. The SDR will engage in proactive outbound prospecting, connecting with decision-makers and generating leads for the sales team.

Responsibilities

• Act as the engine of our sales team, driving outbound prospecting efforts to generate and qualify new business opportunities
• Run a high volume of outbound outreach activities (calls, emails, and LinkedIn engagement) to connect with decision-makers aligned with our ideal customer profile
• Work with a strong sense of urgency, translating into consistent outbound activity, with an expectation of approximately 50 calls per day
• Take a data-driven approach to identifying and prioritising outbound prospects based on job function, industry, and fit
• Proactively initiate contact with target accounts and develop new relationships through structured outbound engagement
• Ask thorough and pointed questions, guiding potential clients through needs assessment and discovery sessions to qualify prospects and drive new opportunities
• Act as consultants, understanding client needs and positioning Morningstar’s data and software accordingly
• Demonstrate strong product knowledge when engaging with prospects through outbound outreach and follow-up conversations
• Work closely with client service, sales, product, and marketing teams

Skills

• Bachelor's degree
• Fluent in English
• Sales career focus, with a strong interest in outbound sales and business development
• Strong prioritisation skills, with the ability to focus outbound efforts on high-value prospects in a high-volume environment
• Stellar and professional communication skills, both verbally and in writing
• Strong negotiation skills and the ability to effectively advance outbound-generated opportunities through the sales cycle
• Self-motivated, resilient, and comfortable with proactive outbound activity and rejection
• Consistently driven to meet and exceed daily, weekly, and monthly outbound activity and performance goals
• Team players with an entrepreneurial mindset, willing to test new outbound approaches and improve processes
• Interest in financial markets or services, particularly investing
• Positive, focused, goal-oriented mindset, able to stay motivated in a high-volume outbound environment both individually and as part of a team
• Additional European languages (e.g., German, French, Spanish, Italian)
• Experience in sales or business development, preferably in a B2B or SaaS environment
• Familiarity with CRM tools (e.g., Salesforce) and sales engagement platforms (e.g., ZoomInfo, LinkedIn Sales Navigator)

Benefits

• Commission Target: 66% Annual
• This role offers a commission target which may vary by up to