Remote Broker Relationship Leader in CA — Equity

HealthEquity, Inc.; California, Northern (MO, KY); Hybrid; USD 105,000 - 142,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA contribution and match

401(k) match

Uncapped paid time off

Paid parental leave

Job summary

HealthEquity, Inc. is seeking a dynamic Sales & Broker Development professional based in California. You will build trusted relationships with regional brokerage leaders, act as their go-to partner, and help them see how HealthEquity can support their clients.

You will travel up to 50% to meet brokers, partner with Field Sales to optimize win rates, and drive data-driven strategies to achieve short- and long-term sales targets within the assigned territory.

Qualifications

• Minimum 5 years sales and Broker Development experience.
• Bachelor’s degree in related field or equivalent experience; MBA is a plus.
• Ability to articulate a consistent sales message to consultants/brokers.
• Willingness to travel up to 50% for broker visits.

Responsibilities

• Build trusted relationships with regional leaders of brokerage and consultancy firms.
• Help brokers choose HealthEquity as a preferred partner.
• Collaborate with Field Sales to improve win rates with top brokers.
• Renew business with high-performance consultancy partners.
• Respond to service escalations with operations teams.
• Develop data-driven strategies to maximize brokerage opportunities and sales targets.

Skills

sales experience

broker development

territory management

communication skills

data-driven mindset

presentation skills

travel readiness

MS Office (Word/Excel/PowerPoint)

Education

Bachelor’s degree in Marketing/Business or related field

MBA is a plus

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

HealthEquity, Inc. is seeking a dynamic Sales & Broker Development professional based in California. You will build trusted relationships with regional brokerage leaders, act as their go-to partner, and help them see how HealthEquity can support their clients.

You will travel up to 50% to meet brokers, partner with Field Sales to optimize win rates, and drive data-driven strategies to achieve short- and long-term sales targets within the assigned territory.