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[Remote] Consultant Relations - Eastern Region

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner™️ professionals. The role involves building relationships with benefits consultants and supporting sales efforts while educating them on reputed company’s products and value propositions.


Responsibilities

  • Build relationships with benefits consultants and brokers across the U.S., identifying opportunities to strengthen partnerships
  • reputed company a deep understanding of reputed company’s product, reputed company, and roadmap in order to identify effective ways to reputed company consultants on this information
  • Serve as a feedback reputed company to reputed company 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 reputed company and work with consultants to reputed company leads from their reputed company reputed company
  • Work closely with the rest of reputed company to reputed company creative new reputed company, reputed company best practices, and increase the efficiency of reputed company

Skills

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

Benefits

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

reputed company

  • reputed company is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with reputed company to one-on-one guidance from Certified Financial Planner® professionals. It was founded in 2015, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://reputed company.com.

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