Focuses on driving growth through a consultative sales approach, targeting new employer accounts within the assigned territory.
Manages the sales process while selling to Employers directly, Health & Welfare Consultants, Brokers, Third-Party Partnerships.
Works closely with consultants to deliver strategic solutions to mid-market employers (1,500–10,000 employees).

Proven history of consistently meeting and surpassing sales targets.
Strong ability to work independently, proactively identify opportunities, and close new accounts within assigned territories.
Skilled in managing sales through accurate forecasting, strategic account planning, resource allocation, and leveraging ecosystem partnerships.
Experienced in collaborating with Employee Benefit brokers and consultants.
In-depth knowledge of Health Savings Accounts (HSAs), Consumer-Driven Health Care, Group and Individual Health Insurance sales, Managed Healthcare, and the Agent/Broker distribution system.
Excellent verbal and written communication skills.
Willingness to travel up to 30% across multiple states.
Bachelor's Degree required.
Minimum of five (5) years of sales experience in Employee Benefits, Asset Management, or Benefits Consulting.
Salesforce or other CRM tool skills.
Excellent presentation and communication skills.
Previous experience working in a high growth healthcare/financial industry is preferred.

Regional Vice President, Sales

Key skills