Broker Relationship Executive (California)

HealthEquity•Remote,

4d•$105,000 - $141,500•Remote

About The Position

In this role, you’ll build strong, trusted relationships with the brokers in your territory and serve as their go‑to partner for HealthEquity. Your success will come from connecting regularly with brokerage partners, understanding what they need, and helping them see how HealthEquity can support their clients. You’ll bring insights, data, and clear communication that make brokers confident in choosing us and continuing to work with us. By staying engaged, being responsive, and offering thoughtful guidance, you’ll help deepen loyalty, open new opportunities, and strengthen HealthEquity’s presence across your territory. This role supports California and surrounding states. Candidates must be based in California and able to travel up to 50% throughout the assigned territory.

Requirements

Minimum 5 years sales and Broker Development experience
Flexibility to travel up to 50% for broker visits
Ability to articulate a consistent organizational sales message to consultants/brokers
Ability to communicate in person, telephonically, written, and over WebEx
Authenticity and trustworthiness that enables you to establish and grow meaningful relationships within a short period of time
Drive to succeed balanced by unshakable desire to do the right thing by HealthEquity’s clients and partners every time
Evidence of exceeding aggressive sales goals
Excellent financial acumen, with an understanding of marketplace economics and awareness of margin contribution when selling
Exceptional interpersonal communication skills, comfortable and poised in any setting from small face-to-face meetings to large conference-like presentations. Written skills are just as critical as verbal and/or presentation skills
Ferocious drive to learn and improve your sales and relationship management skillset
Fundamental knowledge of sales, market trends and the consumer-directed benefits competitive landscape, with an ability to assess and consider these factors when developing sales strategies
Highly creative and persuasive in communicating how solutions meet the needs of each unique prospective client
Proven ability to and strong skills to develop, deploy, and manage a strategic, evidence-based, data driven, and methodical plan to achieve short-term sales target while establishing and managing longer-term pipeline
Strong analytic and evidence-based data orientation
Strong Microsoft Word, Excel, and PowerPoint skills
Voracious curiosity about employee benefits trends, HealthEquity’s business and the overall employee benefits challenges faced by plan sponsors and their benefit advisors

Nice To Haves

Previous experience as a benefits broker or consultant with a Top 15 firm preferred
Bachelor’s degree in related field (Marketing, Business Management) or equivalent experience, MBA is a plus

Responsibilities

Building highly trusted relationships with regional leaders of designated high-performance brokerage and consultancy firms
Leveraging sales savvy and a flair for thought leadership to help high-priority brokerage houses (from the Practice Leader to the individual senior-level producer) build a definitive preference for partnership with HealthEquity
Partnering with HealthEquity’s Field Sales teams to optimize our win rate with top-priority brokers and consultants
Spearheading HealthEquity’s efforts to renew its book of business with high-performance consultancy partners
Collaborating constructively and proactively with HealthEquity’s Operations teams to respond to brokerage/ consultancy service escalations
Developing and implementing a data driven strategy that maximizes brokerage-driven opportunities that enable HealthEquity to achieve short and multi-year sales targets