- 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
- Cross sell other Inspira Financial products such as 1031 exchanges and Fund Admin/Custody
- 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
- Bachelor's Degree or related field experience
- 2-4 years of applicable experience
- Experience within the Real Estate, Title, Lending, Cryptocurrency is a plus
- 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
Business Development Manager, B2C - Oak Brook, United States - Inspira Financial
Description
Take the next step in your journey at NuView, an Inspira Financial Solution. 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 client size segment varies by lead source but 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.
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
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.