Regional Sales Executive - Texas

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

What you’ll be doing  

The core responsibilities of this position are to provide sales and distribution support to HealthEquity’s current health plan partners and large employers including sales presentations, trainings, and support. Additionally, this role will be responsible for direct sales and support for the middle market and large group (250-3,500 employees) sales in a defined region inclusive of prospect identification, pipeline development and contract closing. HealthEquity’s Regional Sales Executive will be responsible for driving growth by working with employee benefit agencies/brokers, health plan partners, TPA partners within the Texas and Oklahoma regions. Applicants must reside or be willing to relocate to Texas.

What you’ll be doing 

• Knowledge around Consumer Directed Healthcare (CDH) accounts such as Health Savings Account (HSA), COBRA, Wellness Products and the internal processes that HealthEquity uses to administer the various accounts
• Train our partner’s sales and account management personnel on the HealthEquity solutions
• Assist in creating support materials our partners can use to present solutions to the market
• Plan and participate broker seminars with our partners that may include CE credits
• Maintain CE accredited presentations for the states in region.
• Visit key brokers with directly and with health plan sales rep to explain joint CDH solution
• Identify and maintain key relationship with the top broker/benefit consultants in each geographic region (independent of our health plan partners).
• Participate in sales meetings with our health plan partners as the Subject Matter Expert on CDH
• As appropriate, attend open enrollment meetings
• Attend Conferences and Seminars to promote our products and services

What you will need to be successful

• 5+ years of sales, account management and/or business development experience within broker or health plan industry
• Bachelor’s degree from an accredited college or university is preferred
• Documented history of sales and/or account management success over the phone and face to face
• Health, group life, disability or ancillary insurance products sales experience strongly preferred
• Relationships with brokers and general managing agents in Texas is preferred
• CDHP and HSA knowledge and experience preferred
• Student of the industry and strong desire for ongoing learning
• Excellent oral and written communication and presentation skills
• Strong computer skills, i.e. working knowledge of Microsoft Office Products
• Experience with Salesforce, Outreach and/or Gong
• Requires up to 50% travel, occasionally with short notice

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional annual sales incentive commissions, and details regarding these additional sales incentive commissions will be provided after hire. This position will further be eligible for a full range of benefits including:  

• 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 

Why work with HealthEquity 

HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. 

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

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