The Regional Sales Executive is responsible for selling HealthEquity’s core products in a defined region. This is inclusive of prospect identification, pipeline development and contract closing for distribution into HealthEquity’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.

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 HealthEquity 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 HealthEquity 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 SalesForce 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 HealthEquity solutions.
• Strong organizational skills, time management, and a commitment to continuous learning and professional development.
• Effective negotiation skills with the ability to influence outcomes and drive business growth.
• Active Life and Health Insurance license preferred.

Travel requirement: Overnight travel, up to 50% of the time

Compensation Structure:

Base salary (range noted below) plus monthly uncapped commissions paid through our Sales Incentive Program (SIP) - role is expected to be a 50/50 split, OTE being ~$200k+.

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional sales incentive commissions, and details regarding these additional sales incentive commissions will be provided after hire. This position will further be eligible for a full range of benefits including:

• Medical, dental, and vision
• HSA contribution and match
• Dependent care FSA match
• Uncapped paid time off
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education & tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

Onboarding & Travel

This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations. 

This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.