Regional Sales Executive - TN, KY, WV, SC

Job Locations
US-Remote

Our Mission

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

Overview

How you can make a difference  

 

The Regional Sales Executive will be 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 (with 250-3,499 US Based Employees).  Additional tasks include sales presentations attending / leading conferences trainings, and cultivating relationships with brokers, partners, and employers in region supporting Tennessee, Kentucky, West Virginia and South Carolina. This role typically reports to an Area Vice President of Sales for the Eastern United States

 

Work Setting:

  • Remote/Home Office
  • Travel throughout territory to meet with brokers, consultants, health plan partners, associations, attend conferences, and support clients/prospects.
  • Preferably resides within the defined territory of TN/KY/WV/SC.

 

 What you’ll be doing 

  • HealthEquity’s Regional Sales Director will be responsible for driving sales growth by working with partners, brokers, and employers in their assigned territory.
  • Working from a secure home office when not traveling to clients / partners / brokers
  • Have the specific knowledge around Health Savings Account (HSA), Consumer Director Benefits (CBD) accounts, COBRA, Wellness Products and the internal processes that HealthEquity uses to administer the various accounts.
  • Train our partners’ sales and account management personnel on the HealthEqyuity Solution
  • Assist in creating support materials for our partners, brokers, and employers can use to as they present the solution to the market.
  • Work with marketing and account management to create and maintain Sales website
  • Plan and participate in territory seminars that may include Continuing Education (CE) credits
  • Maintain CE accredited presentation for states in region
  • Cultivate and grow broker relationships in territory to explain joint HSA / CBD solution
  • Work collaboratively with internal teams cross functionally
  • Participate in sales meetings with partners as the Subject Matter Experts on HSA / CBD
  • As appropriate, attend open enrollment meeting to increase HSA / CBD adoption
  • As appropriate, support responses to RFP’s (working in coordination with AVP and RFP team)
  • Work with AVP to identify key employer prospects with 100-4,999 US based employees
  • Presenting finalist meetings to prospects
  • Identify, attend and lead the sales / 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
  • 70% overnight travel required on average

Target Compensation (Salary + Sales Incentives) $240K-260K

 

What you will need to be successful

  • Knowledge of the healthcare and employee benefits industry or a closely related field, used in conjunction with the completion of a Four-Year Degree from an accredited college or university is strongly preferred.
  • the ability and skill to proficiently sell health savings accounts and other consumer directed benefits as described as normally obtained through a minimum 3-5 years experience in employee benefit and healthcare industry. the following experience is highly desired:
  • 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
  • relationships with brokers and general managing agents in key markets
  • CDHP/CDB and HSA sales experience
  • HSA/HRA/FSA/commuter/COBRA/401k/wellness knowledge
  • student of the industry and strong desire for ongoing learning
  • excellent oral and written communication and presentation skills
  • strong negotiation skills
  • hold active insurance license and life / health field
  • a remarkable customer service orientation is essential
  • demonstrated ability to adapt to the changing demands of business is a must
  • exemplary interpersonal skills
  • number of CE seminars given in a quarter in each geographic region
  • obtaining and exceeding sales unit target
  • percentage of health plan reps that have been on a joint sales call
  • percentage of health plan sales force and account management that has been trained on HealthEquity solution
  • percentage of top 10 brokers / benefit consultants visited in a quarter (for each geographic location)
  • strong work ethic, time management, and personal communication skills
  • Travel 30-40% w/in their assigned territory (TN/WV/KY/SC)

 

#LI-Remote

This is a remote position.

Salary Range

$79500.00 To $103000.00 / year

Benefits & Perks

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 

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.

 

HealthEquity is committed to your privacy as an applicant for employment.  For information on our privacy policies and practices, please visit HealthEquity Privacy.

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