Mid-Market Regional Sales Director, Lively

• 5+ years of experience in an outbound sales role in HR-tech, or employee benefits industries; having previously sold through the employee benefits broker channel is required
• Proven track record of meeting or exceeding quota and outperforming activity metrics
• Must be proficient in Salesforce CRM, as well as other sales automation softwares to support a modern sales approach (Gong, ZoomInfo)
• Working knowledge of health insurance (Consumer Driven Health) or employee benefits is required
• Experience building out a territory and creating new business opportunities
• Desire and commitment to do what it takes to be successful in sales
• Impeccable presentation skills with the ability to influence and engage various audiences
• Highly interpersonal, solutions-oriented, and analytical in nature
• Positive outlook and a strong ability to take responsibility for their successes and failures
• Ability to communicate with customers in a clear, memorable, and inspirational way
• Demonstrated ability to work effectively in a fast-paced, rapidly changing environment
• A good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect

• We are seeking a driven, ambitious, and intellectually curious Mid-Market Regional Sales Director to sell Lively’s benefits solutions (HSA, FSA, HRA, Lifestyle Spending Accounts, COBRA and more)
• This role will target employee benefits brokers who manage clients with 100-2,000 employees
• You will also be responsible for driving growth by partnering with health insurance brokers, benefits consultants, general agencies, and registered investment advisors
• You will identify, source, and close good-fit prospects using strong consultative selling skills, and contacting warm inbound leads
• You’ll drive self-sourced leads for your pipeline, while also partnering closely with internal stakeholders to achieve team goals
• You will execute on a territory plan to deliver maximum revenue potential
• This role is a mix of transactional and solutions-oriented sales motions, so the ideal candidate must be able to adapt based on the prospect
• Drive new HSA and other benefits product sales within your territory
• Day-to-day management of all sales activity in your assigned territory
• Conduct proper discovery, create an upfront contract, handle objections, and close employer business
• Meet or exceed personal sales quotas and activity metrics including dials, emails, connects, in-person & virtuals meetings, and demos
• Conduct inbound and outbound phone and email sales discussions with prospective employee benefits brokers
• Cultivate new employee benefit broker relationships
• Map out various decision-makers and influencers needed to close deals, effectively engaging all to win new business for Lively
• Effectively manage your broker-generated sales pipeline
• Partner with marketing and product departments to execute sales strategy as the company introduces enhancements to existing solutions and/or releases new products
• Provide market feedback to help further refine our ideal customer profile across industries within the employee benefits broker channel

• Health
• Dental
• Vision
• Employer HSA contributions
• FSA
• 401(k) plan
• Life insurance (employer paid)
• Commuter benefits
• Equity
• Unlimited vacation policy
• Paid parental leave

Total funding: $122.2m

Lively is a platform offering modern Health Savings Accounts (HSAs). As high-deductible health plans are regularly replacing traditional deductible plans in many employee benefit schemes, Lively is capitalizing by offering their consumer-first, paperwork-light accounts to employers and individuals.