Custodial Solutions Sales Executive (Remote-West USA Territory)

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
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

Preferred Qualifications

• 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

#LI-Remote
Compensation & Benefits
$65,000 base per year plus potential earnings up to $65,000 in incentives