Field Tech & Advisor Solutions Consultant

Northwestern Mutual

Phoenix (AZ)

On-site

USD 70,320 - 105,480

Full time

14 days+

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Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual seeks a Technology Solutions & Support Consultant to optimize technology configurations and drive integration for financial advisors across network offices. This on-site role blends consulting with hands-on support to enhance advisor productivity and client experiences.

The role emphasizes relationship-building, training, and cross-functional collaboration, with travel to supported offices as needed.

Qualifications

Bachelor's degree in business or related field, or equivalent experience.
Minimum of 2 years related experiences including consultation experience working with professionals within financial services or similar industry.
Experience coaching and training professionals.
Ability to understand sales-focused software technology and its benefits.
Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool
Ability to build and maintain relationships.
Proven ability to consult and drive measurable improvements in an outcome-based model.

Responsibilities

Develop relationships with financial advisors, FA teams, and network office leadership to understand objectives and support needs.
Assist advisors and teams in using Northwestern Mutual's technology tools effectively to enhance client-advisor experiences and productivity.
Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.
Develop an understanding of insurance and investment sales cycles to integrate technology into business processes.
Apply consulting strategies to demonstrate technology benefits with clear communication for audience understanding.
Provide advanced project consultation and SME to enterprise partners on technology needs and office builds.
Collect feedback from advisors and teams to relay to Home Office leadership for meeting user needs.
Manage escalations and project management of enterprise technology implementations and upgrades with communication to leadership.
Identify inefficiencies and suggest simple technology applications to improve advisor practices.