Inspira Financial
Sr. Sales Executive - South East
Inspira Financial, Oak Brook, Illinois, United States, 60523
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Hiring for the following territories:
North Carolina, South Carolina, Tennessee, and Florida (Candidate must reside in one of the above areas)
HOW YOU WILL SOAR:
The Sr. Sales Executive will report to the Sr. Director, Head of Strategic Accounts in the Sales- Custody Services Department or Sales - Consumer Directed Benefits Department. This role is responsible for building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance and specialty products areas. This role will also have the responsibility of developing relationships with the broker/consultant communities and direct to plan sponsors in assigned territory. Managing all business development efforts including marketing, communications, training, and competitive analysis. This role is expected to be in market and travel to key markets will be part of the strategy. Sales and Account Management experience of 7+ years in the benefits, consulting and financial services industry required. The ideal incumbent will have a proven ability to identify and close profitable business opportunities and manage a defined territory. Additionally, the Sr. Sales Executive will be responsible for developing an extensive network of contacts and relationships within the investor community to identify new leads and manage pipelines while researching and creating an in depth understanding of their assigned territory, alternative assets, and the services we offer.
Cultivate strong, productive, and influential relationships with brokers/consultants, customers, and peers focusing on the larger or more complex accounts/prospects.Implements strategies necessary to attain sales objectives in assigned areasManage complex negotiationsPosition products, rate levels, and expanded product portfolios to increase sales and maximize revenueManage the integration of client's and internal organizations to meet client's installation needs and close the dealIdentify various ways to partner with the client by drawing from entire spectrum of product lineGain understanding of client's multifaceted needs and recommends appropriate benefits of full product arrayPromote sales through in-person and virtual client meetings and industry conferencesManage the entire sales process from lead through closeGenerate cross-selling opportunities by maintaining strong working relationships with other lines of businessAssume responsibility for updating Salesforce, including pipeline management, for respective relationships after the initial sales contact has been completedOther duties as assignedIF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Bachelor's degree in Finance, Communications, Business, Marketing, or related field7- 10 of applicable experienceStrong financial industry experience with an understanding of alternative assets, including but not limited to hedge funds, fund of funds, private equity and debt and marketplace lendingDemonstrated business to business sales experienceA proven track record of success in sales and extensive prospecting experienceStrong consultative selling skills with the ability to provide solutions, negotiate and build relationships with clients at all levelsStrong time management, organizational and planning skillsAbility to mobilize internal networks and resourcesAbility to leverage existing relationships in the industryExcellent analytical skills with a proactive natureAn affinity for accuracy and efficiencyStrong verbal and written communication skillsAn aptitude for prioritization and multi-taskingStrong interpersonal and collaboration skillsA drive to learn and apply new concepts quicklyExperience with Salesforce CRM preferredFrequent travel (50%)
Ability to provide personal transportation from time to time
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
#LI-MG #LI-remote
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Hiring for the following territories:
North Carolina, South Carolina, Tennessee, and Florida (Candidate must reside in one of the above areas)
HOW YOU WILL SOAR:
The Sr. Sales Executive will report to the Sr. Director, Head of Strategic Accounts in the Sales- Custody Services Department or Sales - Consumer Directed Benefits Department. This role is responsible for building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance and specialty products areas. This role will also have the responsibility of developing relationships with the broker/consultant communities and direct to plan sponsors in assigned territory. Managing all business development efforts including marketing, communications, training, and competitive analysis. This role is expected to be in market and travel to key markets will be part of the strategy. Sales and Account Management experience of 7+ years in the benefits, consulting and financial services industry required. The ideal incumbent will have a proven ability to identify and close profitable business opportunities and manage a defined territory. Additionally, the Sr. Sales Executive will be responsible for developing an extensive network of contacts and relationships within the investor community to identify new leads and manage pipelines while researching and creating an in depth understanding of their assigned territory, alternative assets, and the services we offer.
Cultivate strong, productive, and influential relationships with brokers/consultants, customers, and peers focusing on the larger or more complex accounts/prospects.Implements strategies necessary to attain sales objectives in assigned areasManage complex negotiationsPosition products, rate levels, and expanded product portfolios to increase sales and maximize revenueManage the integration of client's and internal organizations to meet client's installation needs and close the dealIdentify various ways to partner with the client by drawing from entire spectrum of product lineGain understanding of client's multifaceted needs and recommends appropriate benefits of full product arrayPromote sales through in-person and virtual client meetings and industry conferencesManage the entire sales process from lead through closeGenerate cross-selling opportunities by maintaining strong working relationships with other lines of businessAssume responsibility for updating Salesforce, including pipeline management, for respective relationships after the initial sales contact has been completedOther duties as assignedIF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Bachelor's degree in Finance, Communications, Business, Marketing, or related field7- 10 of applicable experienceStrong financial industry experience with an understanding of alternative assets, including but not limited to hedge funds, fund of funds, private equity and debt and marketplace lendingDemonstrated business to business sales experienceA proven track record of success in sales and extensive prospecting experienceStrong consultative selling skills with the ability to provide solutions, negotiate and build relationships with clients at all levelsStrong time management, organizational and planning skillsAbility to mobilize internal networks and resourcesAbility to leverage existing relationships in the industryExcellent analytical skills with a proactive natureAn affinity for accuracy and efficiencyStrong verbal and written communication skillsAn aptitude for prioritization and multi-taskingStrong interpersonal and collaboration skillsA drive to learn and apply new concepts quicklyExperience with Salesforce CRM preferredFrequent travel (50%)
Ability to provide personal transportation from time to time
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
#LI-MG #LI-remote