Health & Benefits - Sales Executive (Boston, MA)
Inspira Financial · Oak Brook, IL · 1 mo ago
Business Development$87k–$107k/yrFull-time
Job Summary & Responsibilities
The Sales Executive reports directly to the Head of Field Sales within the H&B Sales department and is responsible for driving business growth across the small market territory segment (1–249 benefit-eligible employees).
This role focuses on developing and nurturing strategic relationships with Aetna and Meritain Health Field Sales and Service Organizations, managing channel partnerships, and converting inbound leads through a consultative sales approach.
- Own and execute a defined territory strategy focused on driving net new business and expanding partner relationships
- Proactively build and manage a pipeline through outbound prospecting, partner referrals, and inbound lead conversion
- Establish and grow relationships with key partners including Aetna, Meritain Health, brokers, payroll providers, and other centers of influence
- Develop and execute a structured market engagement plan including call cadence, email outreach, and field activity
- Represent Inspira in both virtual and in-person meetings, broker events, and industry conferences to drive awareness and demand
- Consistently identify opportunities to increase visibility, strengthen partnerships, and improve win rates within assigned territory
- Lead the full sales cycle from initial outreach through close, including discovery, positioning, proposal development, and negotiation
- Effectively communicate the value of Inspira’s solutions (HSA, FSA, COBRA, and related offerings) in a clear and consultative manner
- Drive urgency in the sales process by aligning timelines, managing stakeholders, and overcoming objections
- Partner cross-functionally with internal teams (implementation, client success, sales operations) to ensure a smooth transition from sale to onboarding
- Identify and drive cross-sell opportunities across product lines by leveraging existing relationships and client needs
- Maintain accurate and up-to-date pipeline activity in Salesforce, including forecasting, reporting, and opportunity management
- Leverage data and performance metrics to continuously refine outreach strategy and improve conversion rates
- Take ownership of individual performance against quota and activity targets, demonstrating accountability and a results-driven mindset
- Contribute to a high-performance team culture through collaboration, knowledge sharing, and continuous improvement
Preferred Qualifications
- Education & Experience: 4-7 years of experience in field sales and account management
- Bachelor's Degree or equivalent
- 4+ years of B2B sales experience required (preferably in SMB, benefits, payroll, or adjacent industries)
- Proven track record of consistently meeting or exceeding quota in a metrics-driven environment
- Experience with outbound prospecting and pipeline generation (calls, email, partner outreach)
- Ability to build and manage relationships with brokers, payroll partners, and centers of influence
- Strong consultative selling skills with the ability to uncover needs and position value-based solutions
- Experience in health & benefits, financial services, or HR-related industries preferred
- Highly organized with strong time management and the ability to manage multiple deals simultaneously
- Analytical mindset with the ability to interpret data, identify trends, and adjust strategy accordingly
- Strong attention to detail with a focus on accuracy and follow-through
- Ability to operate with urgency and meet deadlines in a fast-paced environment
- Excellent verbal and written communication skills
- Strong presentation and storytelling ability across multiple audiences (clients, brokers, partners)
- Demonstrated ability to learn new products, systems, and industry concepts quickly
- Comfortable operating in a growing and evolving environment with changing priorities
- Proficiency in Microsoft Excel, Word, and Outlook
- Experience with Salesforce CRM or similar CRM required
- Strong collaboration skills with the ability to work cross-functionally (sales, implementation, service)
- High level of accountability, coachability, and competitiveness
Other Requirements
- Frequent travel 20%
- Ability to provide personal transportation from time to time
- Prolonged periods of sitting at a desk and working on a computer
Pay Range
$87,000-$107,000 per year, OTE $214K+