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. 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.
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!
- Typical schedule for this role is 8 a.m. to 5 p.m.
HOW YOU WILL SOAR:
The Account Executive will report to the Sr. Director, Client Management in the CDB Client Services department. This role is responsible for the development and implementation of account management and cross/up sell strategies to build and maintain strong external and internal relationships to achieve client satisfaction, revenue, membership and earnings objectives for existing clients in assigned business segments, products and geographies. This role serves as the primary interface for all products and services and creates demand for the organization's products and services by raising their profile with clients. In addition, the role will identify client specific issues and opportunities, propose solutions, and champion resolution with other operational areas. The incumbent must collaborate with other account managers within the organization and outside consultants/brokers to achieve growth and renewal objectives.
- Proactively build and maintain the relationship with assigned clients
- Achieve revenue, growth, and renewal goals
- Educate clients on consumer directed benefits specific policies, product information, and procedures as well as industry issues and related current topics
- Work in strategic fashion to create client specific solutions.
- Identify competitive gaps and act as change advocate internally
- Ensure clients are kept informed of any regulatory issues and/or developing e trends potentially impacting their benefits program strategy
- Work with clients to make certain that any changes resulting from this activity are appropriately addressed within the context of their business needs and employee benefits strategy
- Assess the competitive environment and develop sales strategies to capitalize on market opportunities and drive a competitive advantage
- Lead finalist presentations related to either new business or growth/cross/up sell opportunities on designated clients
- Other duties as assigned
- 25% nationwide travel
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY: Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
