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SalaryTake 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.
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!
HOW YOU WILL SOAR:
The Business Development Manager will report to the Director of Sales at NuView Trust. The Business Development Manager is responsible for driving revenue in their assigned geographic territory by selling NuView Trust Self Directed IRAs primarily to individuals and referral partners. The Business Development Manager is primarily focused on targeting new clients such as self-directed investors interested in Real Estate, Notes, Cryptocurrency, Private Equity, and more. The Business Development Managerdelivers value to individuals by developing deep industry, and product knowledge, and becoming a resource.
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 presentations
Understand client needs and offer suitable solutions
Stay updated on industry changes to position our services effectively
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
Speak on stage or via webinar/podcast about Self-Directed IRAs and the tax advantages and opportunities associated with them
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Bachelor's Degree or related field experience
2-4 years of applicable experience
Experience within the advisory 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
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 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.
