Technology Adoption Consultant

Northwestern Mutual; Mendota Heights (MN); On-site; USD 77,000 - 116,000; Full time

Job summary

Northwestern Mutual in Mendota Heights, MN is seeking a Technology Solutions Consultant. This on-site role embeds within our network offices nationwide, helping financial advisors boost sales effectiveness and practice growth through innovative technology.

You will build relationships with advisors and leadership, demonstrate tools, tailor digital strategies, and train users on technology best practices while traveling to supported offices as needed.

Qualifications

• Bachelor’s degree in business or related field or equivalent experience.
• Minimum 2 years related experience including consultation experience with professionals in financial services or a similar industry.
• Experience coaching and training professionals.
• Ability to understand sales-focused software technology and its benefits.
• Ability to build and maintain relationships.
• Proven ability to consult and drive measurable improvements in an outcome-based model (e.g., drive % increase in adoption, sales, etc.).
• Demonstrated ability to lead and facilitate groups of people.

Responsibilities

• Develop relationships with financial advisors, FA teams, and network office leadership and their teams to understand objectives and support needs.
• Assist advisors and teams in using Northwestern Mutual’s technology tools effectively and demonstrate their impact on client-advisor experiences and productivity.
• Understand the insurance and investment sales cycles to see how technology can be integrated into business processes.
• Apply consulting strategies to demonstrate technology benefits with clear communication for audience understanding.
• Collect feedback from advisors and teams and relay to Home Office leadership to ensure solutions meet user needs.
• Identify inefficiencies and suggest simple technology applications to improve practices.
• Participate in planning sessions to support goal achievement and learn strategic methods to increase productivity and client satisfaction.
• Assist in delivering training on technology best practices, facilitating classes under supervision.

Skills

Adaptive Communication

Customer Centricity

Prioritization

Education

Bachelor’s degree in business or related field

Job description

Northwestern Mutual in Mendota Heights, MN is seeking a Technology Solutions Consultant. This on-site role embeds within our network offices nationwide, helping financial advisors boost sales effectiveness and practice growth through innovative technology.

You will build relationships with advisors and leadership, demonstrate tools, tailor digital strategies, and train users on technology best practices while traveling to supported offices as needed.