Broker Relationships Exec; Texas

Broker Relationships Exec (Texas)

Job Location s: US-Remote. (Must be based in Texas) Travel up to 50%.

In this role you’ll build strong, trusted relationships with the brokers in your territory and serve as their go‑to partner for Health Equity. By connecting regularly with brokerage partners, understanding their needs, and helping them see how Health Equity can support their clients, you will deepen loyalty, open new opportunities and strengthen Health Equity’s presence across the territory.

• Building highly trusted relationships with regional leaders of designated high‑performance brokerage and consultancy firms.
• Leveraging sales savvy and thought leadership to help high‑priority brokerage houses build a definitive preference for partnership with Health Equity.
• Partnering with Health Equity’s Field Sales teams to optimize our win rate with top‑priority brokers and consultants.
• Spearheading efforts to renew its book of business with high‑performance consultancy partners.
• Collaborating constructively and proactively with Health Equity’s Operations teams to respond to brokerage/consultancy service escalations.
• Developing and implementing a data‑driven strategy that maximizes brokerage‑driven opportunities and helps achieve short and multi‑year sales targets.

• Previous experience as a benefits broker or consultant with a Top 15 firm preferred.
• Minimum 5 years sales and Broker Development experience.
• Flexibility to travel up to 50% for broker visits.
• 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 and brokers.
• Ability to communicate in person, telephonically, written, and over Web Ex.
• Authenticity and trustworthiness that enables you to establish and grow meaningful relationships within a short period of time.
• Drive to succeed balanced by an unshakable desire to do the right thing for Health Equity’s clients and partners every time.
• Evidence of exceeding aggressive sales goals.
• Excellent financial acumen, understanding marketplace economics and 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.
• 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 develop, deploy, and manage a strategic, evidence‑based, data‑driven, and methodical plan to achieve short‑term sales targets while establishing and managing longer‑term pipeline.
• Strong analytic and evidence‑based data orientation.
• Strong Microsoft Word, Excel, and PowerPoint skills.
• This is a remote position; the incumbent will work from home.
• Voracious curiosity about employee benefits trends, Health Equity’s business, and the overall employee benefits challenges faced by plan sponsors and their benefit advisors.

$ to $ per year. Competitive base + sales incentive + equity eligibility.

The position is eligible for restricted stock units and a full range of benefits including:

• Medical, dental, and vision insurance
• 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 and tuition assistance
• Gym and fitness reimbursement
• Wellness program incentives

Although this is a remote role, onboarding includes a mandatory in‑person training component. New team members will participate in Health Equity’s immersive onboarding experience, “Trailhead,” which includes a quarterly onsite session lth Equity covers all required travel and accommodations.

Health Equity, Inc. is an equal opportunity employer. We are committed to providing a workplace where everyone feels welcomed and included regardless of race, age, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability. All applicants and employees are evaluated based on qualifications and business needs.