About this role
The Sales Executive will report to the B2B Director of Sales at Inspira Financial. The Sales Executive is responsible for driving revenue in their assigned geographic territory by selling Inspira custodial solutions for Advisors and Sponsors, primarily to businesses. The Sales Executive client size segment varies by lead source but is primarily focused on targeting Broker-Dealers, RIA firms, Fund Managers, and Syndicators. The Sales Executive delivers value to businesses by developing deep industry, and product knowledge, and becoming a resource to their referral partners. Plan and execute sales strategies using HubSpot to meet targets. Work with the Sales Director to create clear sales and marketing plans. Grow prospecting database and opportunities while pursuing new leads. Expand business by leveraging industry contacts and delivering presentations. Understand client needs and offer suitable solutions. Stay updated on industry changes to position our services effectively. Cross sell other Inspira Financial products such as 1031 exchanges and Fund Admin/Custody. Research competitors to maintain industry leadership. Collaborate with internal teams for effective operations. Meet sales goals in the designated region and handle other assigned tasks. Expect 50% yearly travel for engaging with businesses. Bachelor's Degree or related field experience 4-7 years of applicable experience Experience within the financial industry including Broker Dealers, RIA firms, Fund Sponsors, and Syndicators Excellent spelling, communication, and negotiation skills Ability to prioritize, plan and take initiative Well organized and able to manage multiple projects Experience with Salesforce, HubSpot, or similar CRM tool Ability to work as a team member and collaborate cross-functionally