Sr. Director, Head of Field Sales SMB

Posted 7 Days Ago
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Chicago, IL
Senior level
Fintech
Inspira Financial's innovative financial wellness solutions help people plan, save, and invest.
The Role
The Sr. Director, Head of Field Sales, will lead the National Sales team, developing strategies to increase revenue, manage relationships with brokers and consultants, and coordinate with various operational and marketing functions to achieve business goals.
Summary Generated by Built In

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.
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 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sr. Director, Head of Field Sales, will report to the Managing Director, Head of Health & Benefits Sales in the H&B Sales department. This role will oversee the National Sales team of Senior Sales Executives working with industry brokers, consultants, advisors, and direct to plan sponsors. This role will establish business strategies, execute operational plans and drive new revenue growth through this important source of business. This role will drive the national broker/consultant development strategy with a focus on the top 10 firms. This role will direct Sales Operations, Marketing and Strategy as strategic resources. This role will include participation on the PayFlex National Producer Advisory Board and as a member of the Sales Leadership team. This role will collaborate with the Senior Directors for both the Aetna Enterprise and Channel Partnerships.
Duties & Responsibilities:

  • Set, communicate and execute operational strategy and performance measures in line with company, segment, region and market goals
  • Ensure achievement of sales, membership growth, retention and profitability goals
  • Manage team of senior sales executives
  • Manage and track business development efforts nationally and by market
  • Contribute as a member of the sales leadership team
  • Recruit, train and develop sales executives
  • Other duties as assigned


Supervisory Responsibilities:

  • 5-8 direct reports
  • Recruits, interviews, hires, and trains new staff.
  • Oversees the daily workflow of the department.
  • Provides constructive and timely performance evaluations.


Preferred Qualifications
Education & Experience:

  • 15+ years of experience in field sales, account management
  • Bachelor's Degree in business, communications, or related


Skills & Abilities:

  • Excellent analytical skills with a proactive nature
  • Strong organization skills with a drive to meet deadlines
  • An affinity for accuracy and efficiency
  • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
  • Strong verbal and written communication skills
  • An aptitude for prioritization and multi-tasking
  • Strong collaboration skills
  • A drive to learn and apply new concepts quickly
  • Experience with Salesforce CRM preferred


Other Requirements:

  • Frequent travel (50%)
    • Ability to provide personal transportation from time to time


Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

What the Team is Saying

Albert
David
Rebecca Karnoscak
Lauren Schulz
Hugh
Rachel Guinan
Oliver Siafa
The Company
HQ: Oak Brook, IL
1,537 Employees
Remote Workplace
Year Founded: 2000

What We Do

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.

Why Work With Us

Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers, institutions, advisors, and individuals.

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Inspira Financial Offices

Remote Workspace

Employees work remotely.

Typical time on-site: None
HQOak Brook, IL
Our company is located in the heart of Oak Brook, IL, a suburb of Chicago, located about 19 miles west of the Chicago Loop (downtown Chicago).

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