at Inspira Financial Trust, LLC in Oak Brook, Illinois, United States
Job Description
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. This position is hybrid onsite 3 days per week at our Oak Brook, IL office.
Dont 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 arent 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 (bachelors preferred)
- 1-3 years of applicable experience
- Strong proficiency with MS Office (Outlook, Excel...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
