Sales Executive (Nashville, TN)

Posted 19 Days Ago
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Chicago, IL, USA
In-Office
62K-107K Annually
Mid level
Fintech
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. 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.
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? 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!
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).• 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+

Top Skills

Excel
Microsoft Outlook
Microsoft Word
Salesforce

What the Team is Saying

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Rachel Nielsen
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Rebecca Karnoscak
Lauren Schulz
Oliver Siafa
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The Company
HQ: Oak Brook, IL
1,805 Employees
Year Founded: 2000

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.

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Inspira Financial Offices

Remote Workspace

Employees work remotely.

Typical time on-site: None
HQOak Brook, IL
Accruit an Inspira Financial Solution
Longwood, FL
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