HealthEquity, Inc.

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Retirement Services Sales Support

Retirement Services Sales Support

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We are BUILDING HEALTH SAVINGS. Come be part of remarkable.


How you can make a difference

At HealthEquity Retirement Services, we focus on delivering an innovative retirement solution that significantly reduces cost, risk, and work for employers while helping employees better prepare for retirement. Our extraordinary growth as an organization is only matched by our extraordinary commitment to our people.

Retirement Sales Specialists are responsible for supporting our retirement sales team in preparing and presenting proposals, “cold calling” existing HSA clients, financial advisors, or health brokers, performing sales demos, providing enrollment support, and various other sales support tasks. A more detailed list of duties are outlined below.


What you’ll be doing

  • Support Retirement Sales team
  • Prepare and present sales proposals to employers and financial advisors
  • Preform 401(k) and HSA platform demos
  • Have initial calls with clients and sales partners to qualify opportunities
  • Execute call or email campaigns to existing HSA clients, financial advisors, and health brokers
  • Handle inbound calls from potential clients inquiring about HealthEquity Retirement
  • Sales support for existing broker and financial advisor partners
  • Participate in special projects as needed
  • In person meetings
  • Participate in Enrollment Meetings & Sales Conferences as needed
  • Participate in Industry Conferences as needed
  • Act as a liaison between the retirement team and remaining sales support team

What you will need to be successful

  • 2-3 years of related work experience preferably with a background in telephone sales, finance, and/or insurance sales
  • Excellent verbal and written communication skill
  • Computer literate, Microsoft Office an asset
  • Advanced Microsoft excel skills are helpful
  • Flexibility and adaptability to change
  • Excellent presentation skills
  • Travel Potential 10-20% of time

Why work for HealthEquity

HealthEquity has a vision to save healthcare. We are passionate about providing a solution that allows American families to build health savings for life. Through our innovative technology and superior service delivery, our members gain valuable insights to better save and spend their healthcare dollars.


We firmly believe that our team members drive the success of this company. We hire passionate contributors who enjoy the thrill of pioneering their positions to their full potential. Join us and discover a work experience where the person is valued more than the position, and where are our purple culture drives a remarkable experience.


Our advice to you

HealthEquity is fiercely focused on hiring passionate individuals to contribute to our purple culture. If you speak passion, excellence, service, ambition, fun… we want to speak with you! We believe that your personality is as important as your experience and qualifications so when we do have the opportunity to speak together, be authentic, be genuine, be you! Showcase your experience and your passion.


HealthEquity, Inc. is a proud promoter of equal opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees. HealthEquity, Inc. support Equal Employment Opportunities without regard to sex, race, color, religion, national origin, age, disability, sexual orientation or veteran status when hiring – under federal, state and local laws.