Regional Sales Executive - Northern CA
About The Position
The Regional Sales Executive sells HealthEquity’s core products across an assigned territory, developing prospects and pipelines and closing contracts through the company’s existing partner base and directly with employers. The role supports small, medium, and large employer groups with 251 to 3,500 U.S.-based employees. It involves sales presentations, conferences, partner training, and building productive relationships with brokers, partners, and employers. The position typically reports to an Associate Vice President (AVP) of Regional Sales. The territory covers Northern California and Nevada. Northern California residency or willingness to relocate is required, and Northern California market experience is a must. This is a remote position that includes overnight travel up to 50% of the time and required in-person onboarding at HealthEquity’s headquarters once per quarter for Trailhead. Compensation includes a base salary plus uncapped monthly sales incentive commissions; the role is expected to have a 50/50 compensation split and approximately $200,000 or more in on-target earnings.
Requirements
- Proven track record in sales and/or account management, including achieving or exceeding performance goals.
- At least 3 years of experience selling within employee benefits, healthcare, insurance, or a related industry.
- Northern California market experience; Northern California residency or willingness to relocate.
- Experience as a benefits broker or consultant, or selling employee benefits and healthcare solutions through broker and consultant channels, with established relationships and the ability to strategically influence key partners.
- Demonstrated commitment to exceptional customer service and building trusted client relationships.
- Excellent interpersonal, communication, presentation, and relationship-management skills.
- Adaptability in navigating changing business priorities, market conditions, and customer needs.
- Ability to train and enable health plan sales and account-management teams on HealthEquity solutions.
- Strong organizational and time-management skills, and commitment to continuous learning and professional development.
- Effective negotiation skills and ability to influence outcomes and drive business growth.
- Overnight travel up to 50% of the time.
Nice To Haves
- Experience selling HSAs, CDBs, or similar employer-sponsored benefit solutions.
- Working knowledge of HSAs, HRAs, FSAs, COBRA, commuter benefits, wellness programs, and retirement savings plans.
- Bachelor’s degree from an accredited college or university.
- Active Life and Health Insurance license.
Responsibilities
- Drive sales growth by collaborating with partners, brokers, and employers in the assigned territory.
- Enable partner sales and account-management personnel to sell and support HealthEquity solutions.
- Develop support materials for partners, brokers, and employers to use when presenting HealthEquity’s solution.
- Collaborate with marketing and account management to create and maintain the sales website.
- Plan and participate in territory seminars and webinars.
- Apply and communicate knowledge of HSAs, Consumer Directed Benefits (CDB) accounts, COBRA, wellness products, and HealthEquity’s related administration processes.
- Cultivate and grow broker relationships in the territory and explain joint HSA/CDB solutions.
- Work collaboratively with internal cross-functional teams.
- Serve as the subject matter expert on HSA/CDB in sales meetings with partners.
- Attend open-enrollment meetings as appropriate to increase HSA/CDB adoption.
- Support responses to RFPs, coordinating with the AVP of Regional Sales and the RFP team as appropriate.
- Work with the AVP to identify key employer prospects with U.S.-based employees.
- Present to prospects at finalist meetings.
- Identify, attend, and lead sales and marketing efforts at regional conferences and associate meetings.
- Create, track, and maintain a strategic plan and update internal reporting systems, including Salesforce CRM, Outreach, and Gong.
- Participate in required Trailhead onboarding at HealthEquity headquarters.
- Travel overnight up to 50% of the time.
Benefits
- Medical, dental, and vision coverage.
- HSA contribution and match.
- Dependent care FSA match.
- Uncapped paid time off.
- Paid parental leave.
- 401(k) match.
- Personal and healthcare financial literacy programs.
- Ongoing education and tuition assistance.
- Gym and fitness reimbursement.
- Wellness program incentives.
- Sales incentive commissions, paid monthly and uncapped.
- Required onboarding travel and accommodations are covered by HealthEquity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
