Field Tech Solutions & Support Cons II

northwesternmutual; Oklahoma; In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Responsibilities include building relationships with advisors, enabling effective use of tools, managing tech implementations, and providing training and feedback to leadership. Travel may be required based on supported offices.

Competenze

• Bachelor's degree or equivalent experience required.
• Minimum of 2 years related experience including consultation in financial services or similar industry.
• Experience coaching and training professionals.
• Technology support experience preferred.
• Ability to understand sales-focused software technology and its benefits.

Mansioni

• Develop relationships with financial advisors, FA teams, and network office leadership.
• Assist advisors in using Northwestern Mutual's technology tools effectively.
• Utilize knowledge of computers, mobile devices, hardware, software configurations, and LAN.
• Understand insurance and investment sales cycles to integrate technology into business processes.
• Apply consulting strategies to demonstrate technology benefits and communicate clearly.
• Provide advanced project consultation and SME input to enterprise partners on technology upgrades and builds.
• Collect advisor feedback and relay to Home Office leadership to meet user needs.
• Manage escalations and project management of enterprise tech implementations and upgrades.
• Identify inefficiencies and suggest simple technology applications to improve advisor practices.
• Assist in planning sessions and training on technology best practices.

Conoscenze

Adaptive Communication

Consulting

Customer Centricity

Customer Support

Formazione

Bachelor's degree or equivalent experience

Strumenti

Software support tool

Descrizione del lavoro

This position requires 100% onsite availability in Cleveland, OH ( 44113)

About the Job:

The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual's technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.

What You'll do:

• Develop relationships with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, focusing on understanding basic business objectives and support needs.
• Assist advisors and teams in using Northwestern Mutual's technology tools effectively, demonstrating how they enhance client-advisor experiences and productivity.
• Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN.
• Develop a thorough understanding of the insurance and investment sales cycles to understand how technology can be integrated into business processes.
• Apply consulting strategies to demonstrate technology benefits, focusing on clear communication to ensure audience understanding.
• Provides advanced project consultation, and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience.
• Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
• Manages escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership.
• Support the identification of inefficiencies with guidance, suggesting simple technology applications to improve advisor practices.
• Participate in planning sessions to support goal achievement, learning strategic methods to increase productivity and client satisfaction.
• Assist in delivering training on technology best practices, facilitating classes under supervision to promote effective tool usage.
• Help prepare users for new technology deployments by assisting with training and communication of benefits.
• Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration.
• Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
• Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study.
• Travel may be required based on supported offices.

What You'll Bring to the Role:

• 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.
• Technology support experience preferred.
• 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. (E.g. prior demonstrated ability to drive % increase in adoption, sales etc.)
• Demonstrated ability to lead and facilitate groups of people.

Skills You Have:

• Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
• Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders.
• Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
• Customer Support: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding,