Inspira Financial

Sales Executive (Boston, MA)

Inspira Financial  •  Oak Brook, IL (Onsite)  •  2 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

The Sales Executive will report to the Senior Director, Head of Aetna Sales in the CDB Sales department. This role is responsible for building CDB business in the middle markets, small group markets and distribution channels. This role will also have the responsibility of developing relationships with the Aetna and Meritain Health Field Sales and Service Organization. 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.
• Identify various ways to increase visibility and value, improve relationships and reputation, and drive results in assigned territory.
• Collaborate with Aetna and Meritain Health to build a quality pipeline of opportunities and continuously look for ways to improve win rate.
• Develop a business plan to include a market engagement plan.
• Promote sales through in-person and virtual client meetings and industry conferences
• Manage the entire sales process from lead through close
• Generate cross-selling opportunities by maintaining strong working relationships with other lines of business
• Utilized Sales Force to manage pipeline and work closely with sales operations to develop and deliver proposals timely.
• Other duties as assigned.
Qualifications
Years of Experience: • 4-7 years of experience in field sales and account management . Degree: • Bachelor's Degree or equivalent . Certification: N/A . Skills & Abilities: • Sales and Account Management experience of 4+ years in the employee benefits required
• Consulting and financial services industry preferred
• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• Strong planning and presentation skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred
Inspira Financial

About Inspira Financial

Inspira Financial is your devoted health, wealth, retirement, and benefits administrator. We work with organizations and individuals to navigate paths towards a better future and turn everyday actions into life-changing impact. 

We believe that together, we have the power to enrich lives. We take on the incremental, the complex, and the time-consuming—providing solutions that strengthen and simplify the health and wealth journey.    

Inspira Financial is the brand name used for products and services provided by one or more of the Inspira Financial group of companies, including Inspira Financial Trust, LLC (formerly known as Millennium Trust Company, LLC) and Inspira Financial Health, Inc. (formerly known as PayFlex Systems USA, Inc.).  

Retirement and custody services are provided by Inspira Financial Trust, LLC and consumer directed benefits are administered by Inspira Financial Health, Inc. Inspira Financial Trust, LLC and Inspira Financial Health, Inc. are affiliates. Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.   

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Oak Brook, Illinois
Year Founded
Unknown
Social Media