Inside Sales Representatives guide clients through retirement account setup and maintain relationships, supporting business development and reporting through HubSpot.
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
Our Retail Sales Team prides themselves on delivering high-level, first-rate experience for our customers. The customer experience is built by first helping them understand the knowledge surrounding retirement accounts and alternative assets. From there, we guide our customers through the process of account opening from start to finish. Our Inside Sales Representatives also offer a great mixture of communication along with foundational knowledge.
The Inside Sales Representative will focus on helping clients establish self-directed retirement accounts while maintaining new and current relationships. The Inside Sales Representative will work closely with the Business Development team to review and qualify warm & cold leads. The Inside Sales Representative should be comfortable presenting and speaking to clients individually, at events, or via small presentations. The Inside Sales Representative will have the opportunity to travel to events to further their base of sales skills while working cross-functionally with our Marketing and Executive Leadership team.
• Identify sales opportunities within our new and current client base• Provide general support to the Business Development Rep ensuring monthly goals are met• Guide prospective clients through the retirement account process including account types and investments options (non-advisory)• Report all leads and activities through HubSpot, our main client relationship management system• Prepare and present proposals• Collaborate with key decision-makers to identify and develop ideas that deliver sales results and excellent client experience
Quarterly Travel
Typical schedule for this position is Monday to Friday from 8 a.m. Central Time to 5 p.m. Central Time
Preferred Qualifications
Skills & Abilities:
• Cross-collaboration throughout the company• The willingness to learn and be open to different ways to chase down the goal• Keeping the bigger picture in mind when facing challenges and celebrating wins• Able to adapt to the culture of the company and team to drive success
Compensation & Benefits
$26.00/hr-$29.00/hr base plus potential earnings up to $36,000 in incentives
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
Our Retail Sales Team prides themselves on delivering high-level, first-rate experience for our customers. The customer experience is built by first helping them understand the knowledge surrounding retirement accounts and alternative assets. From there, we guide our customers through the process of account opening from start to finish. Our Inside Sales Representatives also offer a great mixture of communication along with foundational knowledge.
The Inside Sales Representative will focus on helping clients establish self-directed retirement accounts while maintaining new and current relationships. The Inside Sales Representative will work closely with the Business Development team to review and qualify warm & cold leads. The Inside Sales Representative should be comfortable presenting and speaking to clients individually, at events, or via small presentations. The Inside Sales Representative will have the opportunity to travel to events to further their base of sales skills while working cross-functionally with our Marketing and Executive Leadership team.
• Identify sales opportunities within our new and current client base• Provide general support to the Business Development Rep ensuring monthly goals are met• Guide prospective clients through the retirement account process including account types and investments options (non-advisory)• Report all leads and activities through HubSpot, our main client relationship management system• Prepare and present proposals• Collaborate with key decision-makers to identify and develop ideas that deliver sales results and excellent client experience
Quarterly Travel
Typical schedule for this position is Monday to Friday from 8 a.m. Central Time to 5 p.m. Central Time
Preferred Qualifications
Skills & Abilities:
• Cross-collaboration throughout the company• The willingness to learn and be open to different ways to chase down the goal• Keeping the bigger picture in mind when facing challenges and celebrating wins• Able to adapt to the culture of the company and team to drive success
Compensation & Benefits
$26.00/hr-$29.00/hr base plus potential earnings up to $36,000 in incentives
Top Skills
Hubspot
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