Regional Sales Executive
HealthEquityAbout the role
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
Overview
Are you a motivated, customer-focused sales professional looking to take your career to the next level? While we may not have an open Regional Sales Executive role right now, we’re always looking to connect with top talent for future opportunities.
We invite you to express your interest in a future Regional Sales Executive opportunity with HealthEquity! As a fast-growing organization, we're looking for individuals who are driven, communicate effectively, and are passionate about helping clients and their members solve meaningful challenges around healthcare benefits.
Why Join Our Talent Pipeline?
- Be the first to know when a new Regional Sales Executive role opens.
- Get a head start on our hiring process.
- Stay connected with our team and receive updates about our company and culture.
How to Join Our Talent Network:
After reviewing the job desciption below and should you see a fit, be sure to submit your application, resume, and a brief note about why you're interested in this opportunity with HealthEquity. When a role opens up, we'll reach out!
***Please keep in mind, we may not have an open opportunity right now; so a response is not guaranteed but submitting your application get’s you in our pipeline for future consideration.
The Regional Sales Executive is responsible for selling HealthEquity’s core products in a defined region. This is inclusive of prospect identification, pipeline development and contract closing for distribution into HealthEquity’s current partner base and direct to employers. 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.
What you’ll be doing
- 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
What you will need to be successful
- 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.
- Bachelor's degree from an accredited college or university pr
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