Broker Relationships Exec (Texas)

About the role

This role involves building strong, trusted relationships with regional leaders of designated high-performance brokerage and consultancy firms. You will leverage sales savvy and thought leadership to help high-priority brokerage houses build a definitive preference for partnership with HealthEquity.

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

Requirements

• Previous experience as a benefits broker or consultant with a Top 15 firm preferred
• Minimum 5 years sales and Broker Development experience
• Bachelor’s degree in related field (Marketing, Business Management) or equivalent experience, MBA is a plus
• 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
• Highly creative and persuasive in communicating how solutions meet the needs of each unique prospective client
• Pioneered 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

Qualifications

• Voracious curiosity about employee benefits trends, HealthEquity’s business and the overall employee benefits challenges faced by plan sponsors and their benefit advisors
• Compensation Range: Competitive base + sales incentive + equity eligibility

Skills

• Strong analytical and evidence-based data orientation
• Strong Microsoft Word, Excel, and PowerPoint skills

Benefits

• Medical, dental, and vision
• HSA contribution and match
• Dependent care FSA match
• Uncapped paid time off
• Paid parental leave
• 401(k) match
• Personal and healthcare financial literacy programs
• Ongoing education & tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

Pay

$105,000.00 To $123,000.00 / year

Schedule

Remote (must be based in Texas) | Travel up to 50%