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!
HOW YOU WILL SOAR:
The Inside Sales Representative will report to the Sales Director within the Sales Retirement Department. As an Inside Sales Representative , you will be responsible to work to establish new relationships and provide 1-on-1 referral partner calls. The Inside Sales Representative will be required to travel to local and non-local events hosted by Inspira when needed, speak at the events they attend, and be able to host internal videos. Speaking at these events will demonstrate the knowledge of the Inside Sales Representative, but also help represent Inspira as a company.
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Establish professional relationships with referral partners and maintain client relationships via cold and warm contacts, including phone calls, emails, LinkedIn, and industry events
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Conduct phone, Zoom, and in-person consultations with referral partners to explain the benefits of setting up and managing alternative asset custodial accounts
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Explore firms� needs, and offer solutions to facilitate the movement of existing accounts to Inspira. Maintain broad understanding of retirement accounts
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Maintain understanding of investing in private assets, including staying up to date on new and proposed legislation, changes in rules, and more
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Lead/prospect management � identifying leads and prospects and managing the contacts through the sales process via Salesforce, HubSpot, or other CRM system(s)
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Attend educational workshops, conferences, various other promotional events and departmental meetings and trainings both local and non-local
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Complete special assignments or projects as assigned by manager
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Communicate clear goals and establish timelines with upper management
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Be a liaison between referral partners and other departments
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Performs other job-related duties as required
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
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0-2 years of experience preferred in sales.
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Bachelor�s degree in business or related field
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Experience in retirement plan industry and knowledge of IRAs
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Proven ability to up-sell and develop new business
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Strong verbal and written communication skills; positive attitude; ability to work as team member
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Self-starter with strong planning, organizational and time management skills
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Demonstrate proactive, problem-solving, decision-making and client contact skills
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Experience with Salesforce.com, HubSpot or other CRM tools
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Strong proficiency with MS Office
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 tremendous growth on lists, such as Crain�s Fast 50 and Inc. 5000, as well as our dedication to our customer�s wellbeing receiving the 2021 Gallagher Best-In-Class Employer and the 2020 Greater Oak Brook Chamber of Commerce Exceptional Service Award.
