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HealthEquity · 2 days ago

Regional Sales Executive

United States

Full-time

Remote

Mid Level

$80K/yr - $103K/yr

3+ years exp

HealthEquity is a fast-growing company focused on empowering healthcare consumers. They are seeking motivated sales professionals to join their talent pipeline for future Regional Sales Executive roles, responsible for selling core products, developing relationships, and driving sales growth in a defined region.

Financial ServicesHealth CarePayments

Growth Opportunities

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

Qualification

Sales experienceHealth Savings Accounts (HSA)Consumer Directed Benefits (CDB)Broker relationshipsAccount managementNegotiation skillsExceptional customer serviceInterpersonal skillsTime managementCommunication skillsAdaptabilityContinuous learning

Required

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