Regional Sales Executive - TX & OK
$92,500–$92,500 year
RemoteUnited States
Job Summary
Drive sales growth by collaborating with partners, brokers, and employers in the Texas and Oklahoma territory to identify prospects, develop pipelines, and close contracts for HealthEquity's core products. Support enablement of partner sales teams, create presentation materials, and serve as the Subject Matter Expert on HSA and CDB solutions during meetings and regional conferences. Plan and lead territory seminars, present at finalist prospect meetings, and coordinate responses to RFPs with internal cross-functional teams. Cultivate broker relationships to explain joint HSA/CDB strategies while maintaining a strategic plan and tracking activity in Salesforce, Outreach, and Gong. This remote role requires a Bachelor's degree, 3+ years in employee benefits, and an active insurance license, with up to 50% overnight travel.
Required Qualifications
- Bachelor's degree from an accredited college or university
- 3+ years of experience in the employee benefits and healthcare industry
- Ability to effectively train and enable health plan sales and account management teams on the HealthEquity solution
- Capacity to strategically engage with top brokers and benefit consultants within an assigned territory
- Experience as a broker or consultant and/or strategically selling to brokers and/or consultants
- Strong work ethic, effective time management, and clear personal communication skills
- Commitment to continuous learning and staying abreast of industry trends
- Excellent oral and written communication and presentation skills
- Robust negotiation skills to secure favorable outcomes
- Hold active insurance license and life / health field
- Travel requirement: Overnight travel, up to 50% of the time
- Must participate in Trailhead, HealthEquity's immersive onboarding experience
- Must participate in a mandatory onsite Trailhead session at a later date
Desired Qualifications
- 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
- Demonstrated commitment to exceptional customer service
- Proven adaptability to evolving business demands and market changes
- Exceptional interpersonal skills for building and maintaining relationships
- A strong track record of achieving and exceeding sales targets
- 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
- Demonstrated commitment to exceptional customer service
- Proven adaptability to evolving business demands and market changes
- Exceptional interpersonal skills for building and maintaining relationships
- A strong track record of achieving and exceeding sales targets
- Ability to effectively train and enable health plan sales and account management teams on the HealthEquity solution
- Capacity to strategically engage with top brokers and benefit consultants within an assigned territory
- Experience as a broker or consultant and/or strategically selling to brokers and/or consultants
- Strong work ethic, effective time management, and clear personal communication skills
- Commitment to continuous learning and staying abreast of industry trends
- Excellent oral and written communication and presentation skills
- Robust negotiation skills to secure favorable outcomes
- Hold active insurance license and life / health field
- Travel requirement: Overnight travel, up to 50% of the time
- Must participate in Trailhead, HealthEquity's immersive onboarding experience
- Must participate in a mandatory onsite Trailhead session at a later date
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