Regional Sales Executive - Northern CA

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

How you can make a difference

The Regional Sales Executive is responsible for selling Health Equity’s core products in a defined region. This is inclusive of prospect identification, pipeline development and contract closing for distribution into Health Equity’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 Associate Vice President (AVP) Regional Sales.

Territory: Northern California and Nevada. Northern California residency or willingness to relocate is required;
Northern California market experience is a must.

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 Health Equity 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 and webinars
• Have the specific knowledge around Health Savings Account (HSA), Consumer Director Benefits (CDB) accounts, COBRA, Wellness Products and the internal processes that Health Equity 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 Sales Force CRM, as well as Outreach for Sequences and Gong for recorded call

What you will need to be successful

• Proven track record of successful sales and/or account management, with a history of achieving or exceeding performance goals.
• 3+ years of experience selling within the employee benefits, healthcare, insurance, or related industry.
• Experience selling Health Savings Accounts (HSAs), Consumer Directed Benefits (CDBs), or similar employer-sponsored benefit solutions strongly preferred.
• Working knowledge of benefit products such as HSAs, HRAs, FSAs, COBRA, commuter benefits, wellness programs, and retirement savings plans strongly preferred.
• Experience as a benefits broker or consultant, or selling employee benefits and healthcare solutions through broker and consultant channels, with established relationships and the ability to strategically influence key partners.
• Bachelor's degree from an accredited college or university preferred.
• Demonstrated commitment to delivering exceptional customer service and building trusted client relationships.
• Excellent interpersonal, communication, presentation, and relationship-management skills.
• Proven adaptability in navigating evolving business priorities, market conditions, and customer needs.
• Ability to effectively train and enable health plan sales and account management teams on…