Inspira Financial

Sales Executive (Remote)

Inspira Financial  •  Oak Brook, IL (Remote)  •  20 days ago
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Job Description

The Sales Executive will report to the B2B Director of Sales at Inspira Financial. The Sales Executive is responsible for driving revenue in their assigned geographic territory by selling Inspira custodial solutions for Advisors and Sponsors, primarily to businesses. The Sales Executive client size segment varies by lead source but is primarily focused on targeting Broker-Dealers, RIA firms, Fund Managers, and Syndicators. The Sales Executive delivers value to businesses by developing deep industry, and product knowledge, and becoming a resource to their referral partners.

  • Plan and execute sales strategies using HubSpot to meet targets.
  • Work with the Sales Director to create clear sales and marketing plans.
  • Grow prospecting database and opportunities while pursuing new leads.
  • Expand business by leveraging industry contacts and delivering presentations.
  • Understand client needs and offer suitable solutions.
  • Stay updated on industry changes to position our services effectively.
  • Cross sell other Inspira Financial products such as 1031 exchanges and Fund Admin/Custody.
  • Research competitors to maintain industry leadership.
  • Collaborate with internal teams for effective operations.
  • Meet sales goals in the designated region and handle other assigned tasks.
  • Expect 50% yearly travel for engaging with businesses.

Qualifications

  • Bachelor's Degree or related field experience
  • 4-7 years of applicable experience
  • Experience within the financial industry including Broker Dealers, RIA firms, Fund Sponsors, and Syndicators
  • Excellent spelling, communication, and negotiation skills
  • Ability to prioritize, plan and take initiative
  • Well organized and able to manage multiple projects
  • Experience with Salesforce, HubSpot, or similar CRM tool
  • Ability to work as a team member and collaborate cross-functionally
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
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