Health Account Services Account Executive - Remote - IL Based

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

The Health Account Services Account Executive drives revenue growth by selling consumerdirected healthcare (CDH) solutions-including HSAs, FSAs, HRAs, and Commuter Benefits-through a consultative, fullcycle sales approach. This role builds pipeline, closes netnew business, and expands an assigned book of clients through outbound prospecting and broker and partnerled opportunities.

DUTIES & RESPONSIBILITIES:

Develop and maintain a highquality, comprehensive sales pipeline to meet or exceed annual sales targets, while delivering accurate sales forecasts through disciplined account planning and prioritization.
• Manage an assigned book of business by balancing new client acquisition with strategic expansion of existing relationships within the territory, consistently closing new accounts and driving netnew revenue growth.
• Leverage deep expertise in Section 125 regulations, taxadvantaged benefit strategies, and financial technology to consult with clients on optimizing their employee benefits programs. Through a consultative sales approach, identify client needs, position tailored consumerdriven health (CDH) solutions, and ensure successful adoption and satisfaction across all stakeholder groups.
• Proactively identify, pursue, and convert sales opportunities through outbound prospecting and partnerdriven channels, with a strong focus on health plans, brokers, and thirdparty partners.
• Execute a datadriven sales strategy that maximizes brokerled opportunities while supporting both short and longterm growth objectives.
• Support ongoing client retention and account expansion by maintaining trusted relationships, identifying growth opportunities, and partnering with internal teams to ensure continued client satisfaction.
• Collaborate with the Retail Banking network to strengthen and grow partnerships through targeted training efforts and ongoing evaluation of local market conditions to uncover new business opportunities.
• Independently manage the full sales cycle from initial outreach through close, including discovery, solution positioning, negotiation, and final execution.
• Leverage strong presales expertise to influence buying decisions and clearly articulate First American Bank's value proposition to prospective clients.
• Establish credibility quickly and build trusted client relationships that drive sales momentum, repeat opportunities, and longterm account expansion.
• Apply a consultative selling approach to uncover client needs and position tailored solutions that address and solve meaningful business challenges.
• Communicate persuasively and confidently across all settings, including inperson meetings, phone calls, written communications, virtual platforms (e.g., Microsoft Teams), and formal presentations.
• Demonstrate creativity and confidence when presenting solutions, adapting messaging to resonate with diverse decisionmakers and buying scenarios.
• Operate with strong organization, time management, and selfdiscipline to effectively manage a highactivity, performancedriven role.
• Conduct and complete additional assignments/projects as designated by management.

QUALIFICATIONS:

• High School degree or equivalent required. College degree preferred.
• A minimum of three years of outside (field) sales experience is required. This role involves independent prospecting, outbound sales activity, pipeline development, and execution of a selfdirected sales plan.
• Experience selling Employee Benefits, Asset Management, or Benefits Consulting solutions is strongly preferred. Candidates with extensive experience in these products, markets, and consultative sales environments are highly valued.
• Indepth knowledge of Health Savings Accounts (HSAs), consumerdriven health care, and health insurance products-including group and individual plans, managed care models, and the agent/broker distribution system is preferred.
• Demonstrated ability to consistently meet and exceed sales targets and revenue goals.
• Strong coldcalling and outbound prospecting skills, with the ability to generate new business through assertive, persistent, and positive sales techniques.
• Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
• Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
• Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
• Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
• Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
• Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
• Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
• This position requires regular travel to various locations throughout the Bank's market. Occasional out-of-state travel may be required.
• Typical hours are Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
• Punctuality is required to maintain First American Bank's customer service standards.