Health Account Services Account Executive; Benefits Sales | HSA/FSA/HRA | Remote – IL
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-06-26
-
Sales
Business Development, Sales Representative, B2B Sales, Account Manager
The Health Account Services Account Executive (Employee Benefits Sales | HSA/FSA/HRA | Remote – IL Based) drives revenue growth by selling consumer‑directed healthcare (CDH) solutions including Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), and Commuter Benefits. This is a consultative, full‑cycle sales role responsible for building pipeline, winning new business, and expanding an assigned book of clients through outbound prospecting and broker- and partner‑led opportunities.
Base salary: $70,000–$80,000 annually
Additional incentive program: This position offers monthly incentives based on new and renewal sales, per the sales incentive plan.
DUTIES & RESPONSIBILITIES- Build and manage a high-quality sales pipeline to meet or exceed annual sales goals.
- Maintain accurate sales forecasts through disciplined planning and prioritization.
- Balance new client acquisition with book of business growth within your assigned territory.
- Sell consumer‑directed healthcare and tax‑advantaged benefit solutions using a consultative approach.
- Identify client needs and position HSA, FSA, HRA, and Commuter Benefit solutions accordingly.
- Prospect for new business through outbound activity and partner‑driven opportunities.
- Develop opportunities through brokers, health plans, and third‑party partners.
- Execute a data‑informed sales strategy that supports both short‑ and long‑term growth.
- Support client retention and account expansion by maintaining strong relationships and identifying growth opportunities.
- Partner with internal teams to support client satisfaction and successful solution adoption.
- Collaborate with the Retail Banking network to strengthen local partnerships and uncover new opportunities.
- Manage the full sales cycle, including outreach, discovery, solution positioning, negotiation, and close.
- Clearly communicate First American Bank’s value proposition in meetings, calls, written communication, and presentations.
- Complete additional assignments and projects as requested by management.
- High school diploma or equivalent required.
- Minimum 3 years of outside/field sales experience.
- Experience with independent prospecting, outbound sales activity, pipeline development, and execution of a self‑directed sales plan.
- Demonstrated success meeting or exceeding sales and revenue goals.
- Strong cold‑calling and outbound prospecting skills.
- Ability to communicate effectively with internal and external stakeholders across phone, email, virtual meetings, presentations, and in‑person meetings.
- Strong written communication skills, including professional spelling and grammar.
- Sound judgment, professionalism, organization, and time management.
- Proficiency with Microsoft 365 products and applications.
- Ability to learn new systems and adjust to workflow or system changes.
- Regular travel within the Bank’s market is required.
- Occasional out‑of‑state travel may be required.
- Typical schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., with additional hours as needed.
- Punctuality is required to support First American Bank’s service standards.
- Experience selling Employee Benefits, Benefits Consulting, or Asset Management solutions strongly preferred.
- Experience with Health Savings Accounts (HSAs), Consumer‑Directed Healthcare, and health insurance products preferred.
- Knowledge of group and individual plans, managed care models, and the agent/broker distribution system preferred.
- Knowledge of Section 125 and other tax‑advantaged benefits concepts preferred.
First American Bank is an Equal Opportunity Employer (Disabled/Veterans).
First American Bank will not sponsor applicants for work visas.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).