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

+ Uncapped Commission + On Target Earnings

Mid, 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 manage their HSA funds, which are insured through financial institution partners, and benefit from features like triple tax savings, the option to invest their savings, and penalty-free withdrawals for non-medical expenses after age 65. Lively stands out from competitors by offering a transparent pricing model based on the annual percentage yield of the cash balance in the HSA. The company's goal is to empower users to take control of their healthcare savings while simplifying the process for employers and benefits administrators.

Company Stage

Series C

Total Funding

$118.9M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

2%

1 year growth

-7%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Lively's clients boast 2x investing and 17% higher account balances than the industry average, indicating strong user engagement and financial growth.
  • The company's $80 million Series C funding round led by B Capital Group and Telstra Ventures highlights its robust financial backing and growth potential.
  • Lively's strategic integration with Selerix and expansion of its nationwide benefits network enhance its service offerings and market reach, providing more value to clients.

What critics are saying

  • The competitive landscape of HSA providers is crowded, requiring Lively to continuously innovate to maintain its market position.
  • Rapid expansion and the introduction of new benefits could strain operational resources and affect service quality.

What makes Lively unique

  • Lively offers a free, user-friendly HSA platform with no hidden fees, setting it apart from competitors who often have complex fee structures.
  • The company's transparent pricing model based on the annual percentage yield (APY) of the cash balance in a client's HSA ensures clients' funds are FDIC or NCUA insured, providing an added layer of security.
  • Lively's recent addition of commuter benefits and Lifestyle Spending Accounts (LSAs) demonstrates its commitment to addressing the evolving needs of modern employees, unlike traditional HSA providers.

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