Sr. Sales Executive - Dallas/Fort Worth (Remote)

| Chicago, IL, USA | Remote
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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: Dallas/Fort Worth, Texas
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 areas
  • Manage complex negotiations
  • Position products, rate levels, and expanded product portfolios to increase sales and maximize revenue
  • Manage the integration of client's and internal organizations to meet client's installation needs and close the deal
  • Identify various ways to partner with the client by drawing from entire spectrum of product line
  • Gain understanding of client's multifaceted needs and recommends appropriate benefits of full product array
  • 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
  • Assume responsibility for updating Salesforce, including pipeline management, for respective relationships after the initial sales contact has been completed
  • Other duties as assigned


IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

  • Bachelor's degree in Finance, Communications, Business, Marketing, or related field
  • 7- 10 of applicable experience
  • Strong Employee Benefits knowledge background but not limited to; HSA, FSA, HRA, COBRA, Commuter
  • Demonstrated business to business sales experience
  • A proven track record of success in sales and extensive prospecting experience
  • Strong consultative selling skills with the ability to provide solutions, negotiate and build relationships with clients at all levels
  • Strong time management, organizational and planning skills
  • Ability to mobilize internal networks and resources
  • Ability to leverage existing relationships in the industry
  • Excellent analytical skills with a proactive nature
  • An affinity for accuracy and efficiency
  • Strong verbal and written communication skills
  • An aptitude for prioritization and multi-tasking
  • Strong interpersonal and collaboration skills
  • A drive to learn and apply new concepts quickly
  • Experience with Salesforce CRM preferred
  • Frequent 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.

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    Technology we use

    • Engineering
    • Product
    • Sales & Marketing
    • People Operations
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    Location

    Our company is located in the heart of Oak Brook, within steps of Oakbrook Center mall.

    An Insider's view of Inspira Financial

    What are some social events your company does?

    Our MTC culture is defined by our employees for our employees. The primary aspect of our culture that makes us unique is our ability to “Celebrate.” From charity events to social gatherings, we provide employees with multiple opportunities to learn more about one another, give back to others and expand our professional skills!

    Rebecca

    Manager, People Operations

    What does your typical day look like?

    I collaborate with internal business users to gather requirements for projects and enhancements. I develop these solutions using both no-code and code methodologies in Salesforce. It's rewarding knowing that we're making life easier for both our internal and external clients through streamlined, automated processes with a shorter turnaround time.

    Alec

    IT Business Developer/Analyst

    How has your career grown since starting at the company?

    I started out as a Sales & Marketing Coordinator at MTC in 2013. I’ve since been promoted twice and asked to lead our MTCulture Team. I test-drove my leadership skills early on by volunteering for opportunities to lead small meetings/projects, join internal and external committees, and organize events and workshops. I always welcome a challenge!

    Lauren

    AVP, Regional Director, Custody Services

    How do you make yourself accessible to the rest of the team?

    Throughout the transition to a virtual work environment, I have continued with a “virtual” open door policy. I give visibility into my workload and transparency about my availability through the use of MS Teams, email and open dialogue on current and upcoming projects.

    Rachel

    Accounting Manager

    How does the company support your career growth?

    I started as an intern on the help desk team. I had many opportunities to learn and meet 1-on-1 with executives who provided mentoring and support for me to learn and grow. I’m now a full-time employee and my managers are very supportive in pushing me to advance my career, encouraging me to identify areas of the business I’d like to progress into.

    Oliver

    Application Support Analyst

    What are Inspira Financial Perks + Benefits

    Inspira Financial Benefits Overview

    We provide a full range of competitive benefits, augmented by what we'll call 'soft' benefits like our state-of-the-art office building with fitness center (free access/membership) and business-casual dress code.

    Culture
    Volunteer in local community
    Partners with nonprofits
    Open door policy
    Team based strategic planning
    Open office floor plan
    Employee resource groups
    Remote work program
    Diversity
    Dedicated diversity and inclusion staff
    Diversity employee resource groups
    Hiring practices that promote diversity
    Health Insurance + Wellness
    Flexible Spending Account (FSA)
    Disability insurance
    Dental insurance
    Vision insurance
    Health insurance
    Life insurance
    Pet insurance
    Wellness programs
    Financial & Retirement
    401(K) matching
    Performance bonus
    Child Care & Parental Leave
    Generous parental leave
    Family medical leave
    Vacation + Time Off
    Generous PTO
    Manager level and above have discretionary PTO.
    Paid volunteer time
    Full-time employees receive 8 hours per year of VTO per year to be used to volunteer in a company-sponsored event during work hours or with a registered 501(c)3 organization of your choice.
    Paid holidays
    Paid sick days
    Office Perks
    Free snacks and drinks
    Coffee, tea, water and healthy snacks.
    Onsite office parking
    Fitness stipend
    There are free fitness facilities in our office building.
    Onsite gym
    Professional Development
    Job training & conferences
    Tuition reimbursement
    We offer eligible employees a company funded contribution applied to a qualified higher education student loan. This benefit helps employees pay off their student loans faster and save money.
    Lunch and learns
    Promote from within
    Continuing education available during work hours
    Online course subscriptions available
    Customized development tracks

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