Regional Sales Executive - TX & OK

HealthEquity•Remote,

3d•$92,500 - $106,000•Remote

About The Position

The Regional Sales Executive is responsible for selling HealthEquity’s core products in a defined region, covering Texas and Oklahoma. This role involves prospect identification, pipeline development, and contract closing for distribution into HealthEquity’s current partner base and direct to employers. The position supports small, medium, and large groups (251 to 3,500 US Based Employees). Key activities include conducting sales presentations, attending/leading conferences, providing partner trainings, and cultivating relationships with brokers, partners, and employers. This role typically reports to an Associate Vice President (AVP) Regional Sales. Applicants must live in Texas (preferred) or Oklahoma or be willing to relocate, and candidates should have prior experience or familiarity with the Texas market. This is a remote position with an in-person onboarding training component.

Requirements

Documented history of successful sales and/or account management, both over the phone and face-to-face.
Sales experience with health, group, life, disability, or ancillary insurance products.
Established relationships with brokers and general managing agents in key markets.
Direct sales experience with CDHP/CDB and HSA products.
Comprehensive knowledge of HSA, HRA, FSA, commuter, COBRA, 401k, and wellness products.
Bachelor's degree from an accredited college or university, with a strong preference for knowledge of the healthcare and employee benefits industry or a closely related field.
3+ years of experience in the employee benefits and healthcare industry, demonstrating the ability and skill to proficiently sell Health Savings Accounts (HSAs) and other Consumer Directed Benefits (CDBs).
Demonstrated commitment to exceptional customer service.
Proven adaptability to evolving business demands and market changes.
Exceptional interpersonal skills for building and maintaining relationships.
A strong track record of achieving and exceeding sales targets.
Ability to effectively train and enable health plan sales and account management teams on the HealthEquity solution.
Capacity to strategically engage with top brokers and benefit consultants within an assigned territory.
Experience as a broker or consultant and/or strategically selling to brokers and/or consultants.
Strong work ethic, effective time management, and clear personal communication skills.
Commitment to continuous learning and staying abreast of industry trends.
Excellent oral and written communication and presentation skills.
Robust negotiation skills to secure favorable outcomes.
Hold active insurance license and life / health field, desired.
Overnight travel, up to 50% of the time.

Nice To Haves

Applicants must live in Texas (preferred) or Oklahoma or be willing to relocate.
Candidates should have prior experience or familiarity with the Texas market.

Responsibilities

Drives sales growth by collaborating with partners, brokers, and employers in an assigned territory.
Supports enablement of our partners’ sales and account management personnel on the HealthEquity Solution.
Develops support materials for partners, brokers, and employers to use when presenting the solution to the market.
Collaborates with marketing and account management to create and maintain the Sales website.
Plans and participates in territory seminars and webinars.
Possesses specific knowledge around Health Savings Account (HSA), Consumer Director Benefits (CDB) accounts, COBRA, Wellness Products and the internal processes that HealthEquity uses to administer the various accounts.
Cultivates and grows broker relationships within the territory to explain joint HSA/CDB solutions.
Works collaboratively with internal cross-functional teams.
Serves as the Subject Matter Expert (SME) on HSA/CDB in sales meetings with partners.
Attends open enrollment meetings to increase HSA / CDB adoption as appropriate.
Supports responses to RFPs, coordinating with the AVP Regional Sales and RFP team as appropriate.
Works with AVP to identify key employer prospects with US based employees.
Presents at finalist meetings to prospects.
Identifies, attends, and leads sales and marketing efforts at regional conferences and associate meetings.
Creates, tracks, and maintains a strategic plan and updates internal systems for proper reporting, including but not limited to SalesForce CRM, as well as Outreach for Sequences and Gong for recorded calls.