Consultant Relations jobs in United States
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LearnLux Financial Wellbeing · 8 hours ago

Consultant Relations

LearnLux is the leading provider of workplace financial wellbeing, blending digital planning with one-on-one guidance from Certified Financial Planner™️ professionals. The role involves building relationships with benefits consultants, educating them about LearnLux’s offerings, and collaborating with the sales team to enhance partnership opportunities.

EducationFinancial ServicesFinTechInternet

Responsibilities

Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships
Develop a deep understanding of LearnLux’s product, value proposition, and roadmap in order to identify effective ways to educate consultants on this information
Serve as a feedback loop to LearnLux teams such as marketing, product, etc. to answer questions coming from the consultant community
Partner with the sales team to build strategic plans and support their prospecting efforts leveraging your consultant relationships
Work closely with sales to support opportunities they generate and work with consultants to source leads from their client base
Work closely with the rest of the team to generate creative new ideas, share best practices, and increase the efficiency of the team

Qualification

Benefits consulting experienceSaaS Benefits experienceRelationship buildingCommunication skillsIntellectual curiosityAttention to detailCollaborative mindsetSelf-starter mindset

Required

7+ years of experience as a benefits consultant or in a role that sells to benefits consultants
Strong experience in a SaaS Benefits, Benefits Consulting, or a Confirming/Brokerage Firm
Strong communication skills, intellectually curious, and passionate about supporting employees' overall wellbeing, with a clear understanding that financial wellbeing is a critical pillar of total wellbeing
The ability to ruthlessly prioritize and work in a rapidly changing environment
Proven track record as a top performer, paired with a collaborative mindset and entrepreneurial spirit
A self-starter mindset who thrives when given autonomy, with proven ability and desire to build effective internal/external relationships
A relentless drive toward pursuing your and the company's goals

Preferred

Experience working at a benefits consulting firm, or in a role within the SaaS Benefits space that works with many benefits consultants
Candidates excited to grow into people leadership or who already bring that experience

Benefits

Remote-first company structure
Medical, dental, and vision
401(k)
Mental wellbeing (Talkspace)
Financial wellbeing (LearnLux)
Paid vacation and sick leave
Paid sabbatical after 5 years of service
A supportive, inclusive team culture
Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology

Company

LearnLux Financial Wellbeing

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LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals.

Funding

Current Stage
Growth Stage
Total Funding
$24.16M
Key Investors
Crosslink CapitalDCU FinTech Innovation Center
2024-02-13Series Unknown· $7.1M
2022-09-29Series A· $10M
2020-05-05Series Unknown· $4.66M

Leadership Team

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Rebecca Liebman
Co-Founder & CEO
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Michael Liebman
Co-Founder & COO
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Company data provided by crunchbase