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.

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!

HOW YOU WILL SOAR:

The Sales Analyst will report to the Sr. Director, Strategic & Planning in the Sales - Retirement Services Department. This role is responsible for for providing support to the Retirement Services Sales team by tracking inquires, working with internal business units to resolve issues, conducting research, and managing data from Salesforce. The ideal candidate will have an affinity for working with large data sets and a high attention to detail.

• Provide support to the Sales staff by identifying opportunities, increasing communications, and coordinating engagement, events, reminders, and lists

• Deliver lead generation and prospecting support through data mining and extraction of key information

• Lead liaison between Sales and IT, to support, improve, and create reports and dashboards in Salesforce

• Collect, maintain and perform analysis of data using Salesforce.com and various internet and database search tools

• Perform manual and automated data clean-up of Salesforce.com using MS Excel pivot tables, data sorting functionality and queries

• Assist with requests for proposal (RFPs), searches, and notifications as needed.

• Provide daily, weekly, and monthly reporting as required by management and sales staff

• Provide trend analysis of sales data and proforma projections

• Work with Finance to track revenue and expenses and projections

• Track client pipeline for Sales Leaders

• Assist with tracking Sales Leaders’ annual client targets

• Track overall investment related to key client wins

• Work to continually enhance the data consistency, data entry user interface capabilities, improve functionality and streamline data processes

• Create and review presentations and proposals as needed

• Support conference activity working with Managing Director, Sales staff and Marketing

• Research and analyze information to support sales efforts and integrated marketing automation campaigns

• Responsible for special projects such as analyzing offerings, processes and pricing as directed

• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Associates degree (bachelor’s preferred)

• 1-3 years of applicable experience

• Strong proficiency with MS Office (Outlook, Excel and Word)

• Self-starter with solid time management skills

• Able to prioritize and organize multiple projects

• Strong verbal and written communication skills

• Ability to work as team member

• Experience with databases/data management; Salesforce.com or other CRM tool

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 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.