What are the responsibilities and job description for the Sales Executive (Boston, MA) position at Inspira Financial?
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.
Years of Experience:
$87,000-$107,000 per year, OTE 214k
Pay Range
$87,000-$107,000 per year, OTE 214k
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
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.
- 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.
Years of Experience:
- 4-7 years of experience in field sales and account management . Degree:
- Bachelor's Degree or equivalent . Certification: N/A . Skills & Abilities:
- 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
$87,000-$107,000 per year, OTE 214k
Pay Range
$87,000-$107,000 per year, OTE 214k
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Salary : $87,000 - $107,000