Consultant Relations Manager, Northstar
Offers equity
Financial support for employees
Job no longer available
Financial support for employees
101-200 employees
Job no longer available
Offers equity
101-200 employees
Company mission
To make financial advice accessible to everyone.
Role
Who you are
- 3+ years of experience working at a brokerage firm OR 4+ years experience working with employee benefits selling directly to brokers
- You have a strong understanding of the HR and employee benefits space
- You are a people person that knows how to foster successful relationships
- You have a high degree of clarity in both written and verbal communication and are comfortable giving presentations
- You pride yourself in your responsiveness, maintaining high expectations with book of business
- You have a sales-mindset and are motivated by bringing your solution to as many new users as possible
- You are excellent at prioritization and enjoy roles when no day is exactly the same as the next
- You thrive in a fast paced environment focused on rapid growth
- You are comfortable traveling to industry events and for in-person meetings (up to 25% of your time)
What the job involves
- As a leading provider of financial wellness benefits, Northstar works closely with benefits brokerage firms to support them in guiding their clients through financial benefits selection. As a Consultant Relations Manager, your role will be to develop and nurture relationships with consultants at top brokerage firms, from practice leaders and producers to benefits consultants and client services managers
- By partnering with consultants at top brokerage firms, you will be responsible for providing education on the financial wellness space and Northstar’s program, communicating Northstar’s value, and offering support during their clients’ benefits evaluation processes. You will play a key role in Northstar’s top of funnel revenue motion
- Manage a book of business of top brokerage firms in the United States
- Schedule and lead dynamic discovery calls and demos with consultants to deliver the value of Northstar’s solution
- Develop compelling messaging that uniquely appeals to consultants to help prioritize financial wellness benefits, in partnership with the Sales Development team
- Update and manage Northstar’s presence in vendor databases maintained by your book of brokerage firms
- Create, lead, and sponsor presentations to brokerage firms and consultant groups to drive brand awareness, in partnership with the Marketing team
- Respond to RFQs and RFPs from consultants on behalf of their clients to help source new opportunities for the Sales team
- Manage the broker referral handoff process of new opportunities to the Sales team and provide ongoing support to the consultant as needed throughout the sales process
- Drive top of funnel growth by sourcing new opportunities for the Sales team through brokerage firm relationships from your book of business
- Track key success metrics such as meetings held, RFQ pipeline value, sourced opportunities, total eligible employees sourced, sourced opportunity win rate, and more
Our take
Northstar works with employers to offer financial wellness as a benefit, pairing employees with personal financial advisers who work with them to achieve financial goals, such as paying off debt, buying a home and saving for retirement.
Customization and personalization is also at the heart of the Northstar system, ensuring that each individual employee can glean their own personal benefits from the platform.
With competition in the field including Cicil, Neon, Younited Credit, and Empruntis, Northstar's key differentiator is that it goes beyond financial wellness to redefine the employee experience, improving the relationship between the employer and employee. Its October 2022 funding is being used to expand its global reach and product line.
Freddie
Company Specialist at Welcome to the Jungle
Insights
89% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Oct 2022
$24.4m
LATE VC
Jan 2022
$5.2m
EARLY VC
Total funding: $40.4m
Company benefits
- We offer a competitive salary, equity, 401k, Northstar service, and benefits like 12 weeks paid parental leave to support your whole life
- We have a flexible time off policy and we encourage our employees to take a minimum of 14 Flex Days a year
- We provide a budget to set up or improve your home office
Company HQ
SoMa, San Francisco, CA
Leadership
Will Peng
(CEO)Studied BSE Financial Engineering at Princeton. Senior Associate at Raptor Capital Management, Partner at Red Swan Ventures. Founded Northstar in 2016.
Matt Matteson
(CTO)Engineer at Path and Chain, Senior Engineer at coach.me, technical advisor at medium.com. Co-founded Northstar in 2016.
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