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Oak Brook

    Sr. Sales Coordinator - Oak Brook, United States - Inspira Financial

    Inspira Financial
    Inspira Financial Oak Brook, United States

    3 weeks ago

    Default job background
    Description
    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


    HOW YOU WILL SOAR:
    The Sr.

    Sales Coordinatoris responsible for providing support to the Retirement Services Sales team by assisting with tracking inquires, working with internal business units to resolve issues, conducting research, running regional campaigns, supplying data from Salesforce and partnering with the team on lead generation.

    The ideal candidate will be highly organized, reliable, proactive and a strong team player.

    Provide support to the team members by identifying opportunities, increasing communications, and coordinating engagement, events, reminders, and lists
    Assist with the delivery of lead generation and prospecting support through data mining and extraction of key information
    Provide daily, weekly, and monthly reporting as required by management and team members
    Assist the CRM Program Manager when working directly with Technology to support, improve, and create reports in Salesforce
    Assist with requests for proposal (RFPs), searches, and notifications
    Assist with trend analysis of sales data and proforma projections
    Work to continually enhance the data consistency, data entry user interface capabilities, functionality and streamlining of data processes
    Assist with reviewing presentations, proposals and newsletters
    Support conference activity working closely with Sales and Marketing
    Collect, maintain, and perform basic analysis of data using Salesforce and various internet and database search tools
    Partner with team members on CRM governance
    Research and analyze information to support sales efforts and integrated marketing automation campaigns
    Assist with special projects
    Other duties as assigned
    IF YOU HAVE SOME OR ALL OF THE FOLLOWING,


    APPLY:
    Bachelor's Degree
    Preferred Major(s): Business, Communications, Marketing or related field
    1-3 years of experience
    Adaptable to learn various 3rd party sales support technologies
    Self-starter with solid time management skills
    Able to be proactive while prioritizing and organizing multiple projects
    Strong interpersonal and verbal and written communication skills
    Collaborative teaming skills
    Experience with databases/data management, Salesforce or other CRM tool preferred

    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

    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.

    #LI-MG1
    #J-18808-Ljbffr
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