Regional Sales Executive

HealthEquity•Remote,

2d•$92,500 - $106,000•Remote

About The Position

This is a remote position for a Regional Sales Executive at HealthEquity. The role involves selling HealthEquity’s core products within a defined region, including identifying prospects, developing pipelines, and closing contracts for distribution to HealthEquity’s partner base and directly to employers. The role supports small, medium, and large groups (251 to 3,500 US Based Employees). Responsibilities include conducting sales presentations, attending/leading conferences, providing partner training, and building relationships with brokers, partners, and employers. The role typically reports to an Associate Vice President (AVP) Regional Sales. HealthEquity is always looking to connect with top talent for future opportunities and invites interested individuals to join their talent pipeline.

Requirements

Proven track record of successful sales and/or account management, with a history of achieving or exceeding performance goals.
3+ years of experience selling within the employee benefits, healthcare, insurance, or related industry.
Experience selling Health Savings Accounts (HSAs), Consumer Directed Benefits (CDBs), or similar employer-sponsored benefit solutions strongly preferred.
Working knowledge of benefit products such as HSAs, HRAs, FSAs, COBRA, commuter benefits, wellness programs, and retirement savings plans strongly preferred.
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 delivering exceptional customer service and building trusted client relationships.
Excellent interpersonal, communication, presentation, and relationship-management skills.
Proven adaptability in navigating evolving business priorities, market conditions, and customer needs.
Ability to effectively train and enable health plan sales and account management teams on HealthEquity solutions.
Strong organizational skills, time management, and a commitment to continuous learning and professional development.
Effective negotiation skills with the ability to influence outcomes and drive business growth.

Nice To Haves

Bachelor's degree from an accredited college or university preferred.
Active Life and Health Insurance license preferred.

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.