Morningstar’s Business Development & Sales groupis responsible forhelping financial professionals build their businesses and provide better outcomes for investors.
The Role
In the Sales Development Representative (SDR) role, you willrepresentMorningstar’s software, tools, and services to theappropriate individual, advisor, or institutional clients. Our SDRs are the first point of contact forthe vast majority ofour new business opportunities.
A key focus of this role is proactive outbound prospecting You will run a high volume of targeted outbound outreach,identifyingand engaging decision-makers at companies that fit our ideal customer profile. Through structured outbound activity, you will generate new business opportunities for our Regional Sales teamsand play a critical role in building pipeline from the ground up.
As an SDR, you will embrace a fast-paced, outbound-driven environment that requires persistence, curiosity, andstrong communicationskills. You will be expected to confidently initiate conversations, create interest, and open doors with prospects who may not yet be familiar with Morningstar.
This is a highly visible role that makes a direct and significant impact on our business, working closely with product development, marketing, and other sales teams for the solutions yourepresent
The SDR roleprovidesboundless opportunities for both personal and professional growth. The SDR team serves as a launchpad to accelerate your sales career at Morningstar. For those driven to exceed expectations, career paths at Morningstar are endless.
This position is based in our London office.
Job Responsibilities
Act as the engine of our sales team, driving outbound prospecting effortsto 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 witha strong senseof urgency, translating into consistent outbound activity, with an expectation of approximately 50 calls per day
Take a data-driven approach toidentifyingand 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
Qualifications
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
Requirements
Bachelor’s degree
Fluent in English
Sales career focus, with a strong interest in outbound sales and business development
Highly Preferred
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)
GBP 33.000,00-43.000,00
Commission Target:
66% Annual
This role offers a commission target which may vary by up to ±15% depending on final plan design and business factors.
We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
U99_MstarUKLtd Morningstar UK Ltd. Legal Entity
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional
investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.
