Scan your resume against ATS criteria for this Broker Relationship Executive (California) role at HealthEquity.
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.
and surrounding states. Candidates must be based in California and able to travel up to 50% throughout the assigned territory.
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
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/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
This is a remote position, and the incumbent will work from home
Voracious curiosity about employee benefits trends, HealthEquity’s business and the overall employee benefits challenges faced by plan sponsors and their benefit advisors
#LI-Remote
This is a remote position.
$105000.00 To $141500.00 / year
The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional sales incentive commissions, and details regarding these additional sales incentive commissions will be provided after hire. This position will further be eligible for restricted stock units as part of the total compensation package, in addition to a full range of benefits including:
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
This is a remote role, with an in-person training component. New team members must participate in Trailhead, HealthEquity’s immersive experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held at our headquarters per quarter. HealthEquity covers all required travel and accommodations.
This role may begin with a virtual, self-paced experience, followed by a mandatory Trailhead session at a later date.
HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.
HealthEquity has a vision that
We are passionate about providing a solution that allows American families to connect
. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.
HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees 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.
HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.
At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.
As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions you can bring to HealthEquity.
HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.
Click any skill to discover matching job openings across India:
Medical, dental, and vision
How to apply for Broker Relationship Executive (California) at HealthEquity?
Click the "Apply on Company Website" button on this page to submit your application directly on the employer's official portal.
What is the salary for this role?
The salary for this role is $105000.00 per annum.
What experience is required?
5+ years of experience is required.
Is this position still open?
Yes, currently active and accepting applications.
Explore related active roles in other
Broker Relationship Executive (California)
HealthEquity · Remote
