Consultant Relations - Eastern Region

LearnLux; Boston (MA); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k)

Paid vacation and sick leave

Sabbatical after 5 years

Supportive team culture

Continuous learning

Job summary

LearnLux is a remote-first company focused on workplace financial wellbeing, delivering fiduciary digital planning and access to guidance from CFP professionals. This role targets Eastern US markets and requires a strong network of benefits consultants.

As the company grows, opportunities for leadership and team-building will emerge. The ideal candidate will have a deep understanding of benefits consulting, SaaS solutions, and a passion for improving employee wellbeing through financial

Qualifications

• 7+ years experience selling to benefits consultants.
• Experience in SaaS Benefits or Benefits Consulting.
• Excellent communication and desire to support employee wellbeing.
• Ability to prioritize in a fast-changing environment.
• Proven top-performer with collaborative mindset.
• Remote-first company environment.

Responsibilities

• Build relationships with benefits consultants and brokers across the U.S.
• Understand LearnLux product, value proposition, and roadmap to educate consultants.
• Serve as feedback loop to marketing and product teams.
• Partner with sales to plan and support prospecting via consultant relationships.
• Collaborate with team to generate ideas and increase efficiency.

Skills

Strong communication

Relationship building

Entrepreneurial spirit

Self-starter

Job description

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. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more. Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. LearnLux members feel great about their money, allowing their work and wellbeing to thrive.

We’re a remote-first company, backed by prominent investors such as Ashton Kutcher’s fund Sound Ventures and Salesforce CEO Marc Benioff.

The Role

LearnLux is seeking a highly driven individual who is passionate about building relationships and partnerships with benefits consultants (ex. WTW, Mercer, Alliant, Gallagher, Lockton). The ideal candidate will have a strong network and be a great communicator. They will excel in this role if they have clear and effective presentation skills with sharp attention to detail and a proven ability to cultivate strong relationships. Experience working at a benefits consulting firm, or in a role within the SaaS Benefits space that works with many benefits consultants, is a major plus.

This role is designed with long-term growth in mind. As our team evolves, there will be opportunities to take on leadership responsibilities and help build a team. We’re looking for candidates excited to grow into people leadership or who already bring that experience.

This is a remote role with a focus on Eastern US markets. The ideal candidate will be located in the Eastern Time Zone.

Key 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

Qualifications & Experience

• 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
• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• 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

Closing

LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.

LearnLux is proud to be an equal opportunity employer and does not discriminate against candidates on the basis of race, ethnicity, color, national origin, age, religion, sex, gender, sexual orientation, gender identity, marital status, disability, or veteran status.

We are committed to fostering an environment that embraces diversity and inclusion and are seeking candidates from a variety of backgrounds, experiences, abilities, and perspectives to join our team. If you are interested in this opportunity but not sure if you fit this role, please apply and include a note to let us know of your interest. We’re excited to speak with you about joining our team!