Sr. Director, Broker Consultant Relations

Owns channel-sourced pipeline and revenue targets, and builds the reporting that makes channel contribution visible, forecastable, and defensible

Sets the national broker and consultant strategy, including firm tiering, coverage plan, and investment level for each tier, and the roadmap for expanding formal relationships beyond the current anchor firms

Owns the annual channel operating plan and presents strategy, investment, market intelligence, and performance to H&B and executive leadership

Serves as Inspira’s primary executive relationship owner for strategic national and regional firms, personally cultivating relationships with C-suite executives, practice leaders, and regional presidents

Designs and leads a structured leader-to-leader engagement program, pairing Inspira executives with counterpart leaders at priority firms on a recurring cadence

Hosts and leads executive briefings, strategic reviews, and leadership summits with top-tier broker and consulting partners

Chairs Inspira’s Broker Advisory Board — sets agenda priorities, recruits member firms, and ensures the board produces actionable input for Inspira leadership

Serves as the executive escalation point for the highest-stakes broker relationship issues

Advances Inspira’s standing within priority firms as a preferred or strategically aligned partner, including pursuit of preferred-vendor status, early RFP visibility, and joint go-to-market opportunities

Negotiates and formalizes strategic partnership agreements, service commitments, and mutual-growth frameworks with top firms, in partnership with Legal and Finance

Secures differentiating positioning opportunities — co-branded thought leadership, joint speaking engagements, exclusive pilot programs — and represents Inspira as an executive presence at premier industry and broker events

Partners with the Middle/Small Market and Enterprise sales leaders on account mapping and opportunity routing, and sets the rules of engagement between the channel and segment teams

Joins finalist and executive meetings on broker-influenced pursuits where the relationship is material to the outcome

Defines what brokers and consultants need from Inspira in order to sell us, and partners with Sales Enablement and Marketing, who build and deliver it

Channels intermediary feedback into Product and Operations with a clear point of view on what would improve Inspira’s win rate in this channel

Other duties as assigned.

12+ years of experience in employee benefits, insurance brokerage, or TPA/carrier distribution, including significant experience engaging brokerage and consulting firm senior leadership

5+ years owning a national broker and consultant channel strategy, with accountability for a channel revenue or production target

4+ years leading and developing a team, including hiring and performance management

Demonstrated track record building and monetizing executive-level relationships with national brokerage or consulting firms

Demonstrated experience building a channel function - coverage model, firm tiering, rules of engagement, or partner governance - rather than working within one

Deep knowledge of consumer directed health products (FSA, HSA, HRA, COBRA), the broker and consultant ecosystem, and vendor selection dynamics across market segments

Bachelor’s degree in Business Administration , Health Care Management, Marketing, or a related field, or an equivalent combination of education, experience, and training, required

Portable relationships at top national brokerage and consulting firms strongly preferred

Experience securing preferred-vendor or strategically aligned partner status at a national firm preferred

Experience standing up a channel function or broker advisory structure preferred

Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.

Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.

Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life‑changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.

We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.

Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .

We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.