Onsite Tech Solutions Consultant II – Cleveland

northwesternmutual

Oklahoma

On-site

USD 90,000 - 120,000

Full time

2 days ago

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Job summary

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.

Qualifications

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.

Responsibilities

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.