Full-Time

Regional Sales Director

Confirmed live in the last 24 hours

Lively

Lively

51-200 employees

Health savings account management platform

Financial Services
Healthcare

Compensation Overview

$110k - $130kAnnually

Senior

Remote in USA

Category
Field Sales
Sales & Account Management
Required Skills
Salesforce
Requirements
  • 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.
Responsibilities
  • 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

Lively provides a platform for managing Health Savings Accounts (HSAs) that helps individuals and families make informed financial and healthcare choices. The platform is free to use, secure, and user-friendly, with no hidden fees. Users can benefit from triple tax savings, choose when and how to invest their savings, and withdraw funds penalty-free for non-medical expenses after age 65. Lively's cash balances are insured through financial institution partners, ensuring the safety of funds. For employers, Lively offers a top-ranked HSA with features that reduce administrative burdens and empower employees to manage their healthcare savings effectively. The company's goal is to simplify healthcare savings and investment, making it easier for users to save for medical expenses in a tax-efficient manner.

Company Stage

Series C

Total Funding

$118.9M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

2%

1 year growth

-3%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Lively's integration with telehealth services enhances comprehensive healthcare solutions.
  • AI-driven personalized financial advice can attract more users to Lively.
  • Lively's mobile-first solutions increase user engagement and satisfaction.

What critics are saying

  • Increased competition from fintech companies may erode Lively's market share.
  • Economic downturns could reduce contributions to HSAs, affecting Lively's revenue.
  • Changes in healthcare policy could impact Lively's business model and customer base.

What makes Lively unique

  • Lively offers a user-centric HSA platform with no hidden fees.
  • Lively's commuter benefits include tap-to-pay and micro mobility coverage.
  • Lively's HSA account holders have 17% higher balances than the industry average.

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