Health & Benefits - Sales Executive (Boston, MA)

Inspira Financial; Oak Brook (IL); On-site; USD 87,000 - 107,000; Full time

Benefits offered by this job

Healthcare

401(k) savings plan

Paid time off

Parental leave

Employee assistance program

Job summary

A financial services firm is seeking a Sales Executive to drive business growth in middle markets and small group markets. This position requires a strong background in field sales and account management, with a focus on employee benefits. The ideal candidate will have 4-7 years of experience, a relevant Bachelor's degree, and excellent communication skills. Remote work options are available with an expected pay range of $87,000 to $107,000 annually, plus additional incentives.

Qualifications

• 4-7 years of experience in field sales and account management.
• Sales and Account Management experience in employee benefits required.
• Strong organization skills with a drive to meet deadlines.

Responsibilities

• Build CDB business in middle markets and small group markets.
• Develop relationships with Aetna and Meritain Health.
• Manage the entire sales process from lead through close.

Skills

Field sales experience

Account management

Analytical skills

Communication skills

Planning and presentation skills

Collaboration skills

Salesforce CRM

Education

Bachelor's Degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement with a people‑centric and client‑obsessed approach.

Remote roles can be based in the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Relocation is not provided. Employees within a 90‑minute radius of our Oak Brook, IL headquarters are required to adhere to in‑office guidelines of at least four days per month from 10 am to 2 pm (one of these days must be a Monday or Friday). This requirement does not apply to support specialist positions.

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, developing relationships with the Aetna and Meritain Health Field Sales and Service organization, and managing all business development efforts including marketing, communications, training, and competitive analysis. The role will travel to key markets and be expected to be in the market.

• 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.
• Utilize 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.
• Certification: N/A.
• 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.

Pay Range

$87,000–$107,000 per year, OTE + $214 k.

Compensation & Benefits

The compensation for this position will vary depending on factors such as location, skills and experience, and may include incentive and bonus opportunities. Inspira provides industry‑leading benefits including healthcare, a 401(k) savings plan, company holidays, paid time off, parental leave, and an employee assistance program.