Broker Account Executive

Overview

We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable. 

How you can make a difference  

Broker Relationship Management team is made up of an elite, mission-driven team, highly consultative professionals who strategically engage regional brokerage/consultancy leaders drive greater and higher-quality growth. The Broker Account Executive will be responsible for building highly trusted relationships with regional leaders of designated high-performance brokerage and consultancy firms and leveraging sales savvy and 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.  The Broker Account Executive will partner with HealthEquity’s Field Sales teams to optimize our brand awareness and improve win rate with top-priority brokers and consultants and spearheading HealthEquity’s efforts to renew its book of business with high-performance consultancy partners.

What you’ll be doing 

• Collaborating constructively and proactively with HealthEquity’s Broker and Client Service teams to respond to brokerage/ consultancy service escalations; and
• Developing and implementing a data driven strategy that maximizes brokerage-driven opportunities that enable HealthEquity to achieve short and multi-year sales targets
• Build and refine effective business plans that demonstrate and deliver mutual value-add specific to each strategic brokerage relationship
• Continually look for opportunities to build and strengthen HealthEquity’s relationships with broker and consulting partners via stronger engagement and consistent/improving satisfaction
• Maintain and innovate a Broker Relationship Value Scorecard that highlight the value of sustaining a strategic relationship with HealthEquity
• Schedule, configure and deliver Quarterly Business Relationship Reviews that create business value and differentiating insights to our most senior/ influential brokerage and consultancy contacts
• Communicate professionally and at multiple levels within each brokerage firm; this includes listening carefully for market intelligence, anticipating nascent customer needs, and corresponding proactively.
• Leverage HealthEquity’s customer and pipeline information specific to each strategic broker relationship to provide up-to-date pipeline and market analytics for HealthEquity’s senior field and executive team.
  • Key Success Factors:
• Voracious intellectual curiosity about employee benefits trends, HealthEquity’s business and the overall employee benefits challenges faced by plan sponsors and their benefit advisors
• Ferocious drive to learn and improve your sales and relationship management skillset
• Strong analytic and evidence-based data orientation
• 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
• 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
• Authenticity and trustworthiness that enables you to establish and grow meaningful relationships within a short period of time.
• Excellent financial acumen, with an understanding of marketplace economics and awareness of margin contribution when selling
• Highly creative and persuasive in communicating how solutions meet the needs of each unique prospective client.
• 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
• Drive to succeed balanced by doing the right thing for HealthEquity’s clients and partners every time
• Utilize data driven storytelling to demonstrate value

What you will need to be successful 

• Previous experience as a benefits broker or consultant with a Top 15 firm preferred
• Minimum 5 years sales and Broker Development experience
• Ability to communicate in person, telephonically, written, and over WebEx
• Strong Microsoft Word, Excel, and PowerPoint skills
• Flexibility to travel at least once a quarter to visit brokers
• This is a remote position, and the incumbent will work from home.
• Travel (up to 25-50%) will be required to visit, brokers.
• Evidence of exceeding aggressive sales goals
• Ability to articulate a consistent organizational sales message to consultants/brokers.
• Bachelor’s degree in related field (Marketing, Business Management)
• MBA a plus

Location:  Position will be Remote U.S.

#LI-Remote

This is a remote position.

Benefits & Perks

• Medical, Dental, Vision
• HSA contribution and match
• Dependent Care FSA match
• Unlimited Paid Time Off
• 401(k) match
• Paid Parental Leave
• Ongoing Education & Tuition Assistance
• Gym/Fitness Reimbursement
• Award Winning Wellness Program

Come be your authentic self

Why work for HealthEquity 

HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. 

Come be your authentic self

HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

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