Job Description
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 (Boston and New England). 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 a