Inspira Financial
Sr. Account Executive (Denver, CO)
Inspira Financial, Denver, Colorado, United States, 80285
Take the next step in your journey at Accruit, an Inspira Financial Solution. 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!HOW YOU WILL SOAR:The Sr. Account Executive role is responsible for driving company growth by finding new customers to offer Accruit Holding’s service directly or through channels. Duties include converting inbound leads, researching and identifying potential prospects, evolving the organization’s product to expand into new areas, and contacting existing clients. This role is also responsible for hitting monthly sales goals, contributing to market research, and identifying areas of opportunity for new value-add services.Respond, engage and qualify inbound leads and inquiriesAchieve a monthly quota for development activities (calls, emails, talk time) and salesEngage current and past customers to expand awareness, educate, ask for referrals, identify new opportunities and develop customer intelligenceSelf-generate a portion of leads by contacting prospective clients by telephone, email or other meansDevelop expertise in the company’s service offeringDesign, develop, and deliver sales proposals and presentations on product benefitsHold intelligent and engaging conversations over the phone and via emailActively and consistently support all efforts to simplify and enhance the customer experienceHost seminars and webinars on various topics related to 1031 exchange (after absorbing necessary knowledge)Maintain all sales databases necessary to report sales activity and customer informationEffectively partner with other business services support groups, including sales support and marketing personnelAttend all sales meetings and training sessions as required by managementEngage in daily standups by creating a collaborative environment that challenges team membersProvide insights and feedback to company leadershipWhen appropriate, assist with new hire onboarding and trainingAdditional tasks or responsibilities as needed by the companyIF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:Bachelor's Degree or equivalent experience5+ years of applicable experienceExcellent phone, writing and listening skillsUnderstanding of sales performance metricsAbility to deliver engaging presentationsPreferred QualificationsExperience in residential/commercial real estate transactions preferredExperience presenting to groups of 20-50 peopleThe Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Salary Minimum: $80,000 Salary Maximum: $80,000. Variable pay for this role in the form of uncapped commission, average annual earnings are approx. $150,000. The base salary range above represents the salary range for this position. The range listed is just one component of Accruit's total compensation package for employees. In addition, Accruit provides a variety of benefits to employees, including health/dental/vision insurance coverage, life insurance, disability insurance, 401k, paid holidays and paid time off (PTO).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.
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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!HOW YOU WILL SOAR:The Sr. Account Executive role is responsible for driving company growth by finding new customers to offer Accruit Holding’s service directly or through channels. Duties include converting inbound leads, researching and identifying potential prospects, evolving the organization’s product to expand into new areas, and contacting existing clients. This role is also responsible for hitting monthly sales goals, contributing to market research, and identifying areas of opportunity for new value-add services.Respond, engage and qualify inbound leads and inquiriesAchieve a monthly quota for development activities (calls, emails, talk time) and salesEngage current and past customers to expand awareness, educate, ask for referrals, identify new opportunities and develop customer intelligenceSelf-generate a portion of leads by contacting prospective clients by telephone, email or other meansDevelop expertise in the company’s service offeringDesign, develop, and deliver sales proposals and presentations on product benefitsHold intelligent and engaging conversations over the phone and via emailActively and consistently support all efforts to simplify and enhance the customer experienceHost seminars and webinars on various topics related to 1031 exchange (after absorbing necessary knowledge)Maintain all sales databases necessary to report sales activity and customer informationEffectively partner with other business services support groups, including sales support and marketing personnelAttend all sales meetings and training sessions as required by managementEngage in daily standups by creating a collaborative environment that challenges team membersProvide insights and feedback to company leadershipWhen appropriate, assist with new hire onboarding and trainingAdditional tasks or responsibilities as needed by the companyIF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:Bachelor's Degree or equivalent experience5+ years of applicable experienceExcellent phone, writing and listening skillsUnderstanding of sales performance metricsAbility to deliver engaging presentationsPreferred QualificationsExperience in residential/commercial real estate transactions preferredExperience presenting to groups of 20-50 peopleThe Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Salary Minimum: $80,000 Salary Maximum: $80,000. Variable pay for this role in the form of uncapped commission, average annual earnings are approx. $150,000. The base salary range above represents the salary range for this position. The range listed is just one component of Accruit's total compensation package for employees. In addition, Accruit provides a variety of benefits to employees, including health/dental/vision insurance coverage, life insurance, disability insurance, 401k, paid holidays and paid time off (PTO).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.
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