Regional Sales Executive

HealthEquity•Remote,

1d•$79,500 - $103,000•Remote

About The Position

The Regional Sales Executive is responsible for selling HealthEquity’s core products in a defined region. This role supports small, medium, and large groups (251 to 3,500 US Based Employees). Additional tasks include sales presentations attending / leading conferences, Partner trainings, and cultivating producing relationships with brokers, partners, and employers in their assigned region. This role typically reports to an Associate Vice President (AVP) Regional Sales. This role is remote with an assigned region: TN, AL, MS, LA and AR. It is preferred the applicant is in the TN area and/or Northern Alabama.

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

Responsibilities

Drives sales growth by collaborating with partners, brokers, and employers in an assigned territory.
Support enablement of our partners’ sales and account management personnel on the HealthEquity Solution.
Develop support materials for partners, brokers, and employers to use when presenting the solution to the market.
Collaborate with marketing and account management to create and maintain the Sales website.
Plan and participate in territory seminars and webinars
Have the 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.
Cultivate and grow broker relationships within the territory to explain joint HSA/CDB solutions.
Work collaboratively with internal cross-functional teams.
Serve as the Subject Matter Expert (SME) on HSA/CDB in sales meetings with partners.
Attend open enrollment meeting to increase HSA / CDB adoption as appropriate.
Support responses to RFPs, coordinating with the AVP Regional Sales and RFP team as appropriate.
Work with AVP to identify key employer prospects with US based employees.
Present at finalist meetings to prospects.
Identify, attend, and lead sales and marketing efforts at regional conferences and associate meetings.
Create track and maintain a strategic plan and update internal systems for proper reporting, including but not limited to SalesForce CRM, as well as Outreach for Sequences and Gong for recorded call