J. Nick Paloukos Email and Phone Number
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20+ years designing and managing employee benefit packages. 10+ years consulting and repeat early-hire at startups (Rippling, Gusto, SimplyInsured) looking to enter and scale in the benefits space. With emphasis on advising product & engineering on building out benefits UI/UX, managing benefits advising sales teams, and insurance plan/suite curation. Directly I have designed hundreds of benefits packages; by proxy, through plan curation at companies like Gusto and Rippling, I have designed thousands. National Producer License Number: 316987
Finvisor
View- Website:
- finvisor.com
- Employees:
- 35
-
Founder And Managing PartnerFinvisorSan Francisco, Ca, Us -
FounderIquoteca.Com Dec 2010 - PresentNewport Beach, California, Us -
Founder & Managing PartnerFinvisor Jan 2019 - PresentSan Francisco, California, Us -
Benefits LeadershipRippling May 2019 - Mar 2024San Francisco, California, UsFirst 100 hire — reporting to CRO. Focused on taking processes and programs from 0 to 1 (and ultimately graduating them to long-term teams). Including...- Benefits Leadership & Training- Insurance Plan Curation- Benefits Advising (Sales & Renewals)- External Broker Partner Management (Brokerage)- General Agency Negotiation & Development- PEO: Member of initial PEO task force (along with VP of Sales and GM of PEO) --- Designed initial Ancillary Insurance Portfolio--- Trained initial PEO sales team--- Member of yearly PEO-Renewal task force- Cross-functional partner with Product, Operations, Customer Success, Support, Accounting, Marketing, & Legal- Manned internal Rippling slack channel #ask-ppl-benefits (where over 1500 employees asked questions about their benefits)- Stakeholder in Rippling's own benefits package offering (including negotiation and setup of its pre-PEO level-funded coverage). Part of a sales team that increased ARR 17,500%. Part of a PEO team that took membership from 0 to deep into the tens-of-thousands, building what is now one of the largest PEO's in the nation.Thankful to have worked with such incredible executive leadership & supporting teams at this generational company. -
Leading The Benefits Advising TeamsGusto (Formerly Zenpayroll) Apr 2015 - Feb 2019San Francisco, California, UsBroker Hire #1 (Benefits Hire #2)Advised product launches and managed Benefits Advising Teams that grew Gusto's benefits business from $0 to $30 Million in ARR--- Product Building (Engineering, Product, and Design) ---- Advisor for all major product launches [New Plan, BOR, Renewals, & Employee Enrollment]- Articulated philosophy and design of all major benefits products- Provided source material and QA for algorithmic plan selector- Broker Advisor during pilots and testing for all major benefit product launches--- Insurance Product Curation ---- Approved all insurance products sold- Curated suite of insurance plans chosen by thousands of small businesses- Led insurance product selection in expansion of benefits business to 24 states--- Leadership---- Hired, Trained, and Managed Gusto's first Benefits Sales Team [BOR] - Hired, Trained, and Managed Benefits Advising Team (it's top team by avg ARR) [New Plan]- Team quarterly attainment in recent role: 116%, 168%, 78%, 146%, 130%, 113%, 126%, 117%, 103%, 120% (more importantly, thousands of businesses now offer benefits to employees)- Team's missed quarterly quota only once in 4 years--- Training ---- Built Gusto's Benefits Advising training program- Delivered Benefits training to Broker Hires & Cross-functional teams (e.g. L&D, PM, PMM)- Wrote or Edited Gusto's Benefits Web Content--- Culture ---- Wrote Script & Hosted a bi-weekly company-wide meeting (State of Gusto)- 1 of 2 sales leaders on "Management Attributes" interview team -
Benefits Product & AdvisingSimplyinsured Oct 2012 - Jul 2014San Francisco, Ca, UsHire #1.Managed Sales, Support, and Underwriting during the company's infancy. Created the company's underwriting system. As the company grew into a nationwide presence managed sales in it's two largest markets (CA & TX). -
Broker - OwnerFreestyle Life And Health 2002 - 2010
J. Nick Paloukos Skills
J. Nick Paloukos Education Details
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California State University, FullertonFinance -
Mission Viejo High SchoolGeneral Studies
Frequently Asked Questions about J. Nick Paloukos
What company does J. Nick Paloukos work for?
J. Nick Paloukos works for Finvisor
What is J. Nick Paloukos's role at the current company?
J. Nick Paloukos's current role is Founder and Managing Partner.
What is J. Nick Paloukos's email address?
J. Nick Paloukos's email address is ni****@****ail.com
What is J. Nick Paloukos's direct phone number?
J. Nick Paloukos's direct phone number is +194929*****
What schools did J. Nick Paloukos attend?
J. Nick Paloukos attended California State University, Fullerton, Mission Viejo High School.
What skills is J. Nick Paloukos known for?
J. Nick Paloukos has skills like Employee Benefits, Insurance, Health Insurance, Life Insurance, Cobra, Disability Insurance, Sales Management, Start Ups, Medicare, Workers Compensation, Management, Health Savings Accounts.
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