Sr. Sales Executive (West Coast-California, Oregon, Washington, Nevada and Arizona )

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 Sr. Sales Executive will report to the Managing Director, Head of H&B Sales. This role is responsible for building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance and specialty products areas. This role will also have the responsibility of developing relationships with the broker/consultant communities and direct planning sponsors in assigned territory. Managing all business development efforts including marketing, communications, training, and competitive analysis. This role is expected to be in the market and travel to key markets will be part of the strategy. Sales and Account Management experience of 7+ years in the benefits, consulting and financial services industry required. The ideal incumbent will have a proven ability to identify and close profitable business opportunities and manage a defined territory. Additionally, the Sr. Sales Executive will be responsible for developing an extensive network of contacts and relationships within the investor community to identify new leads and manage pipelines while researching and creating an in depth understanding of their assigned territory, alternative assets, and the services we offer.
• Cultivate strong, productive, and influential relationships with brokers/consultants, customers, and peers focusing on the larger or more complex accounts/prospects.
• Implements strategies necessary to attain sales objectives in assigned areas. • Manage complex negotiations• Position products, rate levels, and expanded product portfolios to increase sales and maximize revenue. • Manage the integration of client's and internal organizations to meet client's installation needs and close the deal. • Identify various ways to partner with the client by drawing from entire spectrum of product line. • Gain understanding of client's multifaceted needs and recommend appropriate benefits of full product array.• 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• Assume responsibility for updating Salesforce, including pipeline management, for respective relationships after the initial sales contact has been completed• Other duties as assigned.
Preferred Qualifications
Years of Experience: • 7-10 years of experience in field sales, account management benefits consulting or financial services industry required
Degree: • Bachelor's Degree in Finance, Communications, Business, Marketing, or related field
Skills & Abilities:
• Strong financial industry experience with an understanding of alternative assets, including but not limited to hedge funds, fund of funds, private equity and debt and marketplace lending • Demonstrated business to business sales experience • A proven track record of success in sales and extensive prospecting experience • Strong consultative selling skills with the ability to provide solutions, negotiate and build relationships with clients at all levels• Strong time management, organizational and planning skills • Ability to mobilize internal networks and resources • Ability to leverage existing relationships in the industry• Excellent analytical skills with a proactive nature• An affinity for accuracy and efficiency • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong interpersonal and collaboration skills • A drive to learn and apply new concepts quickly • Experience with Salesforce CRM preferred
Compensation & Benefits
$100,000-$126,000 base per year OTE $252k +