Health Benefits Sales Manager

Associated Bank•Green Bay, WI

About The Position

The Health Benefits Sales Manager leads a national sales team focused on growing new business and expanding client relationships in Health Savings Accounts (HSA) and health benefits solutions. The role builds a high-performing sales culture, develops sales processes, and partners across the organization to meet growth and profitability goals. It also involves coaching and developing talent and strengthening relationships with strategic partners. The manager leads sales execution, sets performance expectations and incentive strategies, guides pricing and profitability initiatives, and works with data and analytics partners on sales tracking, benchmarking, forecasting, and reporting. The role is responsible for recruiting, hiring, developing, and retaining sales talent while fostering a positive, collaborative team environment. Associated Bank serves more than 120 communities across Wisconsin, Illinois, Minnesota, and Missouri. The organization describes an inclusive, respectful workplace and states that it complies with applicable laws, regulations, and enterprise policies. The posted annual base pay range is $122,710 to $210,360; compensation may vary based on factors including location, skills, experience, education, and qualifications.

Requirements

  • Bachelor's degree in Business.
  • 6–8 years of experience fostering a strong sales culture and developing and implementing sales processes and programs, preferably in benefits insurance, HSA, or third-party administration environments.
  • 4–6 years of experience leading sales development teams responsible for achieving sales goals, coaching, and team motivation.
  • 2–4 years of direct business-to-business sales experience.
  • Obtain a Life & Health Insurance License within 3 months of hire.
  • Obtain HSAe certification through ECFC within 3 months of hire.
  • Obtain CFC certification through ECFC within 3 months of hire.
  • Reliable transportation and the ability to lawfully drive, if applicable.

Nice To Haves

  • 2–4 years of employee benefits insurance, HSA, and/or third-party administrator (TPA) sales experience.

Responsibilities

  • Lead and coach the Health Benefits sales team to achieve new business and cross-sell goals through a consultative sales approach.
  • Develop and implement sales processes, disciplines, and performance metrics to drive consistent execution and results.
  • Build and maintain partnerships with internal banking teams and external centers of influence to support business growth.
  • Oversee sales training, professional development, and certification programs for team members.
  • Establish performance goals, incentive strategies, and sales scorecards to support motivation and revenue growth.
  • Provide leadership on pricing strategies and profitability initiatives, including reviewing and approving pricing exceptions within authority limits.
  • Collaborate with data and analytics partners to optimize sales tracking, benchmarking, forecasting, and reporting.
  • Recruit, hire, develop, and retain sales talent while fostering a positive and collaborative team environment.
  • Comply with applicable enterprise policies, laws, and regulations, including Bank Secrecy Act requirements.
  • Report suspicious activity, customer complaints, procedure violations, and ethical concerns as required.

Benefits

  • 401(k) and pension plans.
  • Paid time off to volunteer in the community.
  • Diversity-focused Colleague Resource Groups.
  • Professional development and advancement opportunities.
  • Well-being programs and incentives.
  • Parental leave.
  • Employee stock purchase plan.
  • Military benefits.
  • Personal banking, loan, investment, and insurance benefits.
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