Regional Sales Executive
The Regional Sales Executive will be responsible for selling HealthEquity's core products in a defined region. This role supports small, medium, and large groups (with 250-3,499 US Based Employees). Additional tasks include sales presentations, attending/leading conferences and trainings, and cultivating relationships with brokers, partners, and employers in the 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.
- 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