Inspira Financial · 12 hours ago
Retirement Sales Executive (West USA Region)
Inspira Financial is a company that focuses on health and wealth solutions. They are seeking a Retirement Sales Executive responsible for developing sales strategies, attracting new clients, and increasing revenue within the retirement industry.
Financial Services
Responsibilities
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
Qualification
Required
4-7 years of experience in Retirement Sales
Bachelor's Degree in Business, Communications, or related field
Experience within the retirement plan industry
Excellent selling, communication and negotiation skills
Ability to prioritize, plan and take initiative
Well organized and able to manage multiple priorities
Ability to work as team member and collaborate cross-functionally
Preferred
Experience with payroll service providers preferred
Experience with Salesforce.com or other CRM tool
Benefits
Healthcare
401K savings plan
Company holidays
Paid time off
Parental leave
Employee assistance program