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Health Account Services Account Executive; Benefits Sales | HSA​/FSA​/HRA | Remote – IL

Remote / Online - Candidates ideally in
Peoria, Peoria County, Illinois, 61639, USA
Listing for: First American Bank
Remote/Work from Home position
Listed on 2026-06-26
Job specializations:
  • Sales
    Business Development, Sales Representative, B2B Sales, Account Manager
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Health Account Services Account Executive (Employee Benefits Sales | HSA/FSA/HRA | Remote – IL [...]

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.
REQUIRED QUALIFICATIONS Education
  • High school diploma or equivalent required.
Experience
  • 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.
Communication 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.
Technical Skills
  • Proficiency with Microsoft 365 products and applications.
  • Ability to learn new systems and adjust to workflow or system changes.
Travel / Hours
  • 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.
PREFERRED QUALIFICATIONS Experience
  • 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.
Industry Knowledge
  • 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.

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