Internal Wholesaler (Home Based)

Remote from: USA
Annual salary: Undisclosed
Salary information is not provided for this position. Check our Salary Directory to estimate the average compensation for similar roles.
Department: Sales
Employment type: Full Time,
Job posted: 16 Oct 2025
Apply before: 16 Nov 2025
Experience level: Entry-Level
Junior
Views / Applies: 68 / 4

Pioneering health and wealth solutions as a privately owned leader.

Financial Services
2000

Actively Hiring

As an Inside SalesRepresentative, you will be responsible for establishing new partnerships and providing 1-on-1 consultations. The Inside Sales Representative will be required to travel to local and non-local events hosted by Inspira when needed to actively network, build new relationships and be able to host internal videos. Attending these events will demonstrate the knowledge of the Inside Sales Representative, but also help represent Inspira as a company.

Demonstrate strong knowledge of the retirement plan industry; able to communicate information clearly through consultations or introductory speaking engagements including, phone, Zoom, and in-person consultations with prospect clients to clearly articulate the value of partnering with Inspira Financial.
Establish professional relationships with clients and maintain client relationships via cold and warm contacts, including phone calls, emails, linked in, industry events.
Stay well informed of the retirement plan industry by keeping up with new and proposed legislation, regulatory changes, and their potential impact on prospects and clients while continuously developing expertise in the field
Lead/prospect management – identify leads and prospects and manage the contacts through the sales process via Salesforce or other CRM system(s).
Attainment of a sales target, contribution to team goals, and personal achievement of the sales target
Event participation, attend networking events and conferences to confidently network as needed to represent Inspira Financial
Representation of Inspira Financial through Public Speaking. Ability to give a 15–30-minute general presentation on Retirement solutions online and in-person with confidence, poise, and proficiency in the subject matter.
Complete special assignments or projects as assigned by manager
Be a liaison between clients and other departments
Performs other job-related duties as required

Qualifications

Preferred Education & Experience:

0-2 years of experience preferred in sales.
Bachelor’s Degree in Business or related field

Skills & Abilities:

Experience in retirement plan industry and knowledge of IRAs
Proven ability to up-sell and develop new business
Strong verbal and written communication skills; positive attitude; ability to work as team member
Self-starter with strong planning, organizational and time management skills
Demonstrate proactive, problem-solving, decision-making and client contact skills
Experience with Salesforce.com, HubSpot or other CRM tools
Strong proficiency with MS Office

Other Requirements: