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RE

remotenow.mysmartprosnetwfh

via Prowlremote.com

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Internal Wholesaler (Home Based)

Anywhere
Full-time
Posted 12/3/2025
Verified Source
Key Skills:
Salesforce CRM
HubSpot CRM
Public Speaking
Lead Generation
Client Relationship Management
Networking
Microsoft Office

Compensation

Salary Range

$40K - 60K a year

Responsibilities

Establish new partnerships, conduct 1-on-1 consultations, attend networking events, manage leads in CRM, and represent the company through presentations.

Requirements

0-2 years sales experience preferred, knowledge of retirement plans and IRAs, strong communication skills, ability to travel 10%, and proficiency with CRM and MS Office.

Full Description

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 fieldLead/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 targetEvent participation, attend networking events and conferences to confidently network as needed to represent Inspira FinancialRepresentation 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 managerBe a liaison between clients and other departmentsPerforms other job-related duties as requiredQualificationsPreferred 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 IRAsProven ability to up-sell and develop new businessStrong verbal and written communication skills; positive attitude; ability to work as team memberSelf-starter with strong planning, organizational and time management skillsDemonstrate proactive, problem-solving, decision-making and client contact skillsExperience with Salesforce.com, HubSpot or other CRM toolsStrong proficiency with MS OfficeOther Requirements:10% monthly travel requirementOccasionally lifts up to 25 poundsProlonged periods of sitting at a desk and working on a computer apply to this job

This job posting was last updated on 12/6/2025

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