Note: The job is a remote job and is open to candidates in USA. HealthEquity is on a mission to save and improve lives by empowering healthcare consumers. The Regional Sales Executive is responsible for selling HealthEquity’s core products in a defined region, focusing on prospect identification, pipeline development, and contract closing.
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
Skills
- 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
- Travel requirement: Overnight travel, up to 50% of the time
- Hold active insurance license and life / health field, desired
Benefits
- Monthly commissions paid through our Sales Incentive Program (SIP)
- Medical, dental, and vision
- 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& tuition assistance
- Gym and fitness reimbursement
- Wellness program incentives
- HealthEquity covers all required travel and accommodations for onboarding training
- HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities
Company Overview