The Sales Executive will develop strategies to attract new clients and increase revenue in the retirement industry. Responsibilities include managing a prospect database, generating new business, and collaborating with cross-functional teams to meet sales goals.
Join Us!
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.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
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!
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 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sales Executive will report to the Managing Director, Retirement Sales in the Sales - Retirement Services Department. This role is responsible for developing sales strategies and attracting new clients within an assigned territory working as a team with a Relationship Manager. This position will seek to increase revenue and meet sales goals by qualifying prospects within the retirement industry, including TPAs, Non-Enterprise Recordkeepers, Payroll Firms, Banks, Benefit Firms and other potential distribution partners. The Manager, Retirement Services Sales will market the entire suite of products and services of Inspira's Retirement Services Group within the assigned territory.• Forecast and implement strategic sales plans to meet territory account and revenue targets, tracking activity and effectiveness in Salesforce• Develop sales and marketing plans with Relationship Manager to create role clarity and accountability• Maintain and expand assigned prospecting database and opportunities pipeline• Generate new business through qualifying leads, leveraging industry contacts, frequent in-person visits, presentations, conference attendance, calls and emails• Identify and understand the client's business strategies and industry to determine new business opportunities provide the appropriate solution(s)• Maintain industry knowledge and regulatory changes as appropriate to effectively position Inspira products and services as value-added solutions.• Research and understand capabilities and gaps of competitors offerings and best way to position Inspira as an industry leader.• Work cross-functionality with Product Management, and other internal business units, such as Operations, Legal, Marketing and Client Service• Meet Sales Goals within assigned region• Other duties as assigned
Preferred Qualifications
Years of Experience: • 4-7 years of experience in Retirement Sales . Degree: • Bachelor's Degree in Business, Communications, or related field . Certification: N/A . Skills & Abilities: • Experience within the retirement plan industry• Experience with payroll service providers preferred• Excellent selling, communication and negotiation skills• Ability to prioritize, plan and take initiative• Well organized and able to manage multiple priorities• Experience with Salesforce.com or other CRM tool• Ability to work as team member and collaborate cross-functionally
Compensation & Benefits
$87,000-$107,000 base per year, OTE $177K
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.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
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!
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 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sales Executive will report to the Managing Director, Retirement Sales in the Sales - Retirement Services Department. This role is responsible for developing sales strategies and attracting new clients within an assigned territory working as a team with a Relationship Manager. This position will seek to increase revenue and meet sales goals by qualifying prospects within the retirement industry, including TPAs, Non-Enterprise Recordkeepers, Payroll Firms, Banks, Benefit Firms and other potential distribution partners. The Manager, Retirement Services Sales will market the entire suite of products and services of Inspira's Retirement Services Group within the assigned territory.• Forecast and implement strategic sales plans to meet territory account and revenue targets, tracking activity and effectiveness in Salesforce• Develop sales and marketing plans with Relationship Manager to create role clarity and accountability• Maintain and expand assigned prospecting database and opportunities pipeline• Generate new business through qualifying leads, leveraging industry contacts, frequent in-person visits, presentations, conference attendance, calls and emails• Identify and understand the client's business strategies and industry to determine new business opportunities provide the appropriate solution(s)• Maintain industry knowledge and regulatory changes as appropriate to effectively position Inspira products and services as value-added solutions.• Research and understand capabilities and gaps of competitors offerings and best way to position Inspira as an industry leader.• Work cross-functionality with Product Management, and other internal business units, such as Operations, Legal, Marketing and Client Service• Meet Sales Goals within assigned region• Other duties as assigned
Preferred Qualifications
Years of Experience: • 4-7 years of experience in Retirement Sales . Degree: • Bachelor's Degree in Business, Communications, or related field . Certification: N/A . Skills & Abilities: • Experience within the retirement plan industry• Experience with payroll service providers preferred• Excellent selling, communication and negotiation skills• Ability to prioritize, plan and take initiative• Well organized and able to manage multiple priorities• Experience with Salesforce.com or other CRM tool• Ability to work as team member and collaborate cross-functionally
Compensation & Benefits
$87,000-$107,000 base per year, OTE $177K
Top Skills
Salesforce
Inspira Financial Oak Brook, Illinois, USA Office
Our company is located in the heart of Oak Brook, IL, a suburb of Chicago, located about 19 miles west of the Chicago Loop (downtown Chicago).
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