HSA & TPA Sales Manager

13 hours ago

Wood Dale, United States Wintrust Financial Full time

Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.

Why join us?

  • An award-winning culture  We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years).

  • Competitive pay and annual discretionary bonus eligible.

  • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few.

  • Family-friendly work hours.

  • With 175+ community bank locations, we offer opportunities to grow and develop in your career.

  • Promote from within culture.


Why join this team? 

  • We are a new and unique opportunity that provides opportunities for individual growth in an entrepreneurial environment supported by a big reputable bank.

  • Our team is in a unique position that allows us to collaborate with multiple other departments. We are seeking a critical thinker that’s willing to learn and not afraid of taking on new initiatives.

What you will do:

  • Develop and execute sales plans to achieve Health Savings Accounts (HSA) and Third-Party Administrator (TPA) sales targets.

  • Build and maintain long-lasting, strong relationships with brokers, customers and other third parties while partnering with them to better understand their business objectives and needs.

  • Understand industry-specific trends and landscapes.

  • Effectively communicate value propositions through presentations and proposals.

  • Attend employee open enrollment meetings onsite and via webinar.

  • Work with Product and Marketing team members to design and develop products and marketing/education materials to fit partner, employer and employee needs.

  • Act as a consultant to assist partners and employers with creating employee benefit plans to meet their unique needs.

  • Other duties as assigned.

Qualifications:

  • Minimum of 3 years in a sales role, preferably in the CDH, HSA, Health Account and Employee Benefits industries.

  • Must have understanding of Consumer Directed Healthcare (CDH), Health Savings Accounts (HSA) & Third-Party Administrator (TPA) Services Marketplace, including: Proven ability to drive the sales process from start to finish; Excellent listing, negotiation and presentation skills; Proven ability to articulate the distinct aspects of services and products.

  • Proven ability to drive the sales process from start to finish and articulate the distinct aspects of services and products.

  • Knowledge of how to develop client-focused, differentiated and achievable solutions.

  • Excellent listening, negotiation and presentation skills. and understanding of how to position products against competitors.

Benefits

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

#LI-REMOTE

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

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