Inspira Financial · 7 hours ago
Senior Retirement Plan Sponsor Relationship Manager
Oak Brook, IL
Full-time
Hybrid
Mid, Senior Level
$102K/yr - $115K/yr
7+ years expInspira Financial is a people-centric company focused on helping businesses and individuals thrive into retirement. The role involves managing client relationships, working closely with various stakeholders, and creating strategic plans to expand and maintain these relationships while ensuring a high level of client service.
Financial Services
Responsibilities
Work with Sr. Director, Strategic Accounts Manager with assigned plan sponsors to establish annual plan to effectively work client list as a team to meet new account and revenue goals
Deepen existing client relationships through email and calling efforts to create opportunities for Inspira
Research and demonstrate knowledge and understanding of client’s business focus, plan design and company news for assigned relationships
Maintain knowledge of current and proposed legislation, sharing relevant information with key contacts
Develop a plan for recurring touchpoints with assigned relationships and pursues opportunities for additional business that may include, but is not limited to, communication through email, phone calls, in-person meetings and presentations, after-hours events, conferences attendance, etc
Provide scheduled and ad-hoc reporting to select clients, and special projects as requested
Organize daily workflow to determine client needs, tracking all activities and communication in Salesforce
Work cross-functionally with various individuals at all levels of the business, both internally and externally
Participates in meetings to identify, design, and implement strategies and project plans
Attend 2-4 conferences annually
Conduct in-person visits with existing accounts to strengthen relationships and find new opportunities
Receive and provide communication internally and externally regarding client deliverables to create a better client experience
Partner with Sr. Director, Strategic Accounts Manager and clients to outline and implement project plans
Work closely with Client Service, Operations, Legal and Technology to improve client experience, update documentation, and drive process improvements
Work with plan sponsor clients to expand the business by providing insight and positioning our full line of services to expand our overall market share
Other duties as assigned
Qualification
Required
7-10 years of experience
Bachelor's Degree in Business, Finance, Communications, or related field
Experience in the retirement plan industry and knowledge of IRAs as well as other retirement products and services
Proven ability to up-sell and develop new business
Strong verbal and written communication skills; positive attitude; ability to work as team member
Self-starter with strong planning, organizational and time management skills
Demonstrate proactive, problem-solving, decision-making and client contact skills
Experience with Salesforce or another CRM tool
Previous experience with alternative investments, advisors, and retirement accounts
Proven ability to position product and services to develop new business
Strong interpersonal, written, and oral communication skills
Strong planning, organizational and analytic abilities combined with task and time management skills
Ability to serve as a liaison between various individuals at all levels of the business both internally and externally
Demonstrated proactive, problem-solving, decision-making and client contact skills
Strong computer aptitude with proficiency in Microsoft suite of products
Benefits
Healthcare
401K savings plan
Company holidays
Paid time off
Parental leave
Employee assistance program
Company
Inspira Financial
Inspira Financial is your devoted health, wealth, retirement, and benefits administrator.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Julie Nelson
DIRECTOR, BACK OFFICE OPERATIONS
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