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Inspira Financial's innovative financial wellness solutions help people plan, save, and invest.
The Role
The Sales Executive is responsible for building business in middle and small markets, managing sales efforts, and developing client relationships while utilizing Salesforce for pipeline management.
Summary Generated by Built In
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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 Senior Director, Head of Aetna Sales in the CDB Sales department. This role is responsible for building CDB business in the middle markets, small group markets and distribution channels. This role will also have the responsibility of developing relationships with the Aetna and Meritain Health Field Sales and Service Organization. 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.
• Identify various ways to increase visibility and value, improve relationships and reputation, and drive results in assigned territory (Nashville and Southeastern United States). Travel: Typically, 2 overnight trips every other week, averaging 4-5 nights per month during peak months (about 8 months per year).• Collaborate with Aetna and Meritain Health to build a quality pipeline of opportunities and continuously look for ways to improve win rate.• Develop a business plan to include a market engagement plan.• 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.• Utilized Sales Force to manage pipeline and work closely with sales operations to develop and deliver proposals timely.• Other duties as assigned.
Preferred Qualifications
• 4-7 years of experience in field sales and account management
• Bachelor's Degree or equivalent
• Sales and Account Management experience of 4+ years in the employee benefits required• Consulting and financial services industry preferred• Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook• Strong verbal and written communication skills• Strong planning and presentation skills• An aptitude for prioritization and multi-tasking • Strong collaboration skills • A drive to learn and apply new concepts quickly • Experience with Salesforce CRM preferred
Compensation & Benefits
$87,000-$107,000 per year, OTE $214K+
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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 Senior Director, Head of Aetna Sales in the CDB Sales department. This role is responsible for building CDB business in the middle markets, small group markets and distribution channels. This role will also have the responsibility of developing relationships with the Aetna and Meritain Health Field Sales and Service Organization. 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.
• Identify various ways to increase visibility and value, improve relationships and reputation, and drive results in assigned territory (Nashville and Southeastern United States). Travel: Typically, 2 overnight trips every other week, averaging 4-5 nights per month during peak months (about 8 months per year).• Collaborate with Aetna and Meritain Health to build a quality pipeline of opportunities and continuously look for ways to improve win rate.• Develop a business plan to include a market engagement plan.• 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.• Utilized Sales Force to manage pipeline and work closely with sales operations to develop and deliver proposals timely.• Other duties as assigned.
Preferred Qualifications
• 4-7 years of experience in field sales and account management
• Bachelor's Degree or equivalent
• Sales and Account Management experience of 4+ years in the employee benefits required• Consulting and financial services industry preferred• Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook• Strong verbal and written communication skills• Strong planning and presentation skills• An aptitude for prioritization and multi-tasking • Strong collaboration skills • A drive to learn and apply new concepts quickly • Experience with Salesforce CRM preferred
Compensation & Benefits
$87,000-$107,000 per year, OTE $214K+
Skills Required
- 4-7 years of experience in field sales and account management
- Bachelor's Degree or equivalent
- Proficiency in Microsoft Excel, Word, and Outlook
- Experience with Salesforce CRM
What the Team is Saying
Hugh
Managing Director, Chief Information Security Officer
Rachel Nielsen
Assistant Controller
Albert
IT Operations Manager
Rebecca Karnoscak
Director, HR Projects
Lauren Schulz
Business Development Lead
Oliver Siafa
IT Operations Admin I
Inspira Financial Compensation & Benefits Highlights
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Retirement Support — The package highlights a 401(k) with a “generous” employer match and an emphasis on long-term savings. Feedback suggests retirement offerings are a relative strength alongside other savings programs such as student-loan contribution.
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Leave & Time Off Breadth — The company lists substantial PTO, 10 paid holidays, and paid volunteer time. Paid parental leave is also included, indicating broad time-off support.
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Wellbeing & Lifestyle Benefits — The package includes HSAs/FSAs, commuter benefits, a meditation/well‑being app, pet insurance, and access to remote/flexible work. Feedback suggests these lifestyle perks add meaningful value beyond core coverage.
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The Company
What We Do
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.
Why Work With Us
Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers, institutions, advisors, and individuals.
Gallery
Inspira Financial Offices
Remote Workspace
Employees work remotely.
Typical time on-site:
None
