Full-Time

Consultant Relations

Updated on 9/4/2026

LearnLux

LearnLux

51-200 employees

B2B platform delivering employee financial planning

No salary listed

Company Does Not Provide H1B Sponsorship

Remote in USA

Remote

Ideally located in the Eastern Time Zone.

Category
Sales & Account Management (1)
Required Skills
Sales
Lead Generation
Product Management
Marketing

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Requirements
  • At least 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 consulting/brokerage firm.
  • Ability to prioritize effectively and work in a rapidly changing environment.
  • Proven track record as a top performer.
  • Ability and desire to build effective internal and external relationships.
  • Ability to work autonomously.
Responsibilities
  • Build relationships with benefits consultants and brokers across the United States and identify opportunities to strengthen partnerships.
  • Develop a deep understanding of LearnLux’s product, value proposition, and roadmap to identify effective ways to educate consultants.
  • Serve as a feedback loop to marketing, product, and other LearnLux teams by answering questions from the consultant community.
  • Partner with the sales team to build strategic plans and support prospecting efforts through consultant relationships.
  • Support sales-generated opportunities and work with consultants to source leads from their client base.
  • Collaborate with the team to generate new ideas, share best practices, and increase team efficiency.
Desired Qualifications
  • Experience working at a benefits consulting firm or in a SaaS benefits role that works with many benefits consultants.

LearnLux is a workplace financial wellbeing platform that helps employers provide financial education and guidance to their employees. It combines digital tools with access to Certified Financial Planner professionals, offering resources such as financial check-ups, cash flow calculators, and retirement readiness models. The service is sold to employers (B2B) as a benefit they can offer to their workforce, with employees receiving personalized guidance. Unlike some platforms that rely only on digital content, LearnLux blends self-service tools with human advice to address a range of personal finance topics and tailor support to individual needs. The company’s goal is to improve financial literacy and reduce financial stress among employees by helping them understand their options and make informed decisions.

Company Size

51-200

Company Stage

Early VC

Total Funding

$28.8M

Headquarters

Boston, Massachusetts

Founded

2014

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Simplify Jobs

Simplify's Take

What believers are saying

  • LearnLux’s 2026 report says 88% of employees face financial stress, sustaining demand.
  • Sorenson Capital backed LearnLux with $5 million in 2024, signaling investor confidence.
  • Messer’s five-year partnership and 9.7 employee rating support renewals and referenceable customers.

What critics are saying

  • Financial wellness remains crowded; employers can switch to Betterment, SoFi, or ن? no generic better not named.
  • No disclosed new funding after January 2024 leaves LearnLux exposed if enterprise sales slow.
  • Existential risk: if employers cut benefits spend in 2026, LearnLux loses recurring B2B revenue.

What makes LearnLux unique

  • LearnLux combines CFP guidance with digital tools, unlike pure-software workplace wellness vendors.
  • MAXIS GBN partnered with LearnLux in January 2026 for multinational financial wellbeing access.
  • The 2026 Client Advisory Board validates product design against real workforce employer outcomes.

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Benefits

Remote Work Options

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Mental Health Support

Company Equity

Paid Vacation

Paid Sick Leave

Sabbatical Leave

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
GuruKrupa Group
Nov 7th, 2024
LearnLux Financial Wellbeing Named Top 25 Work Tech Vendor

LearnLux, a leader in workplace financial wellbeing, has been named one of the Top 25 Work Tech Vendors in the 2024 Inspiring Workplaces Work Tech Awards.

Sorenson Capital
Jul 23rd, 2024
Sorenson Capital invests $5M in LearnLux, an essential solution in financial wellness for employees - Sorenson Capital

Subscribe to our newsletter to learn more about the happenings at Sorenson Capital Partners.

Sorenson Capital
Jul 23rd, 2024
Sorenson Capital Invests $5M in LearnLux

Sorenson Capital has invested $5M in LearnLux, a financial wellness platform for employees. LearnLux partners with enterprises to provide financial guidance through Certified Financial Planner™ professionals and money management tools. The platform aims to improve employee financial health, productivity, and retention. A survey found that 85% of financially healthy employees are more productive, and employees are 51% more likely to stay with their organization when offered financial wellbeing benefits.

U.S. Securities and Exchange Commission
Feb 14th, 2024
SEC FORM D

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

TE Hub
Jul 3rd, 2023
Want your staff to participate in your financial wellness programme? take a page from this strategy book.

Engagement spiked when Messer partnered with LearnLux to create a comprehensive benefits communication plan and rolled out the digital + human program to meet employees where they are.