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Health Savings Account (HSA) Specialist
in MA / NY / PA / TX / Telecommute
Who we are:
BPAS is a national provider of retirement plan and fund administration, transfer agency, collective investment fund, and other institutional trust services. We support 3,800 retirement plans, $60 billion in trust
assets, $1 trillion in fund administration, and more than 400,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well positioned to help our clients solve all their benefit plan challenges without the
need to engage multiple providers. One company. One call.
Who you are:
An entrepreneurial minded self-starter with expertise in Employee Benefits and Consumer Driven Health Plans (CDHP).
Deep knowledge of
current Health Savings Account (HSA) regulations and competitive landscape.
Knowledge in the area of Defined Contribution Retirement Plans.
The HSA Specialist works with internal
stakeholders to grow the adoption of the Health Savings Account product to current and prospective BPAS clients.
Will work strategically to promote internal referral networks throughout BPAS and its parent Company, Community Bank System,
Follow up on internal leads through the sales and on boarding processes.
Provide participant education in the area of Health Savings Accounts.
Continuously monitor competitive offerings and industry trends.
Effectively recommend enhancements to BPAS HSA Product.
Provide strategic education to clients and overcome objections to adopting the HSA product.
Bachelor’s Degree or
equivalent combination of education and experience
3+ years of Employee Benefit experience which could be achieved through any of the following: insurance agency or carrier experience, or HR Benefits role.
Proficiency in Microsoft Office
Excellent verbal and written communication, presentation skills, including experience presenting in front of groups.
Nice to have:
7+ years of Employee Benefit experience with a focus on Consumer
Driven Health Plans (CDHP), and Health Savings Accounts.
Prior inside sales experience.
Prior Defined Contribution Retirement Plan Experience.
Professional ASPPA Certifications: CEBS, HIA (Health Insurance Associate), GBA (Group
Benefit Associate), QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator).
FINRA Series 6 and 63 licenses.
How to Apply
Interested applicants should follow the link below to complete an application: