Regional Sales Executive

Regional Sales Executive

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

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 growth. We invite you to express your interest in HealthEquity, a fast-growing company where your drive, communication skills, and passion for solving customer problems can thrive!

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.

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 AVP Regional Sales for assigned region

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, including those offering Continuing Education (CE) credits. Maintain CE accredited presentation for states in region.
• 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

Highly Desired Experience:

• 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...