Technology Success Consultant - Cleveland, OH

Northwestern Mutual; Cleveland (OH); On-site; USD 70,000 - 105,000; Full time

Benefits offered by this job

Tuition reimbursement

Commuter plans

Paid time off

Medical/Dental/Vision plans

401(k) and pension

Job summary

Northwestern Mutual is seeking a technology adoption consultant to promote effective use of technology across the NO territory and support advisors and teams in their daily workflow.

This full-time, on-site role in Cleveland, OH focuses on coaching, training, and mentoring the technology suite to financial advisors and NO staff, across local networks and detached offices.

Qualifications

• Bachelor’s Degree in business or related field; equivalent experience considered.
• Minimum of 5 years’ experience in roles combining technology and sales.
• Ability to understand software technology and articulate benefits to diverse audiences.
• Proven ability to consult and drive measurable improvements (e.g., adoption, sales).
• Proven ability to lead and facilitate groups.

Responsibilities

• Establish and maintain relationships with financial advisors, teams, and leadership to understand business needs.
• Develop understanding of sales and technology to advise on effective implementation.
• Engage with NO leadership to maximize the value of NM’s technology suite.
• Tailor consultative approaches so benefits are clear to each audience.
• Provide feedback to HO leadership to ensure tech applications meet end-user needs.
• Identify gaps where technology can improve practice efficiency and outcomes.
• Articulate benefits of technology to drive client and advisor experiences.
• Work with leadership to set goals and execute strategic plans.
• Lead training and classroom sessions to promote technology usage in the sales cycle.
• Coordinate with NO and HO to ensure consistent messaging and adoption.
• Develop action plans to help FAs leverage technology.

Skills

Software tech understanding

Relationship building

Consulting & improvements

Group leadership

Education

Bachelor’s degree in business or related field

Job description

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual!

We’re strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.

Bring your best! What’s the role?

The responsibility of the role is to advocate and promote the effective use of technology within the network office (NO) territory and facilitate the use of new and existing technologies into the financial advisor’s practice and workflow of all NO team members (e.g. CRC, SET, DNOS, Recruiters etc.).

Apply a holistic consulting approach on an individualized basis to promote efficient and value-added utilization of technology to achieve individual goals and objectives. This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network, district, and detached offices.

This position requires 100% onsite availability in Cleveland, OH. This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network, district, and detached offices.

Primary Duties & Responsibilities

• Establish, build and maintain relationships with key roles including financial advisors (FA), FA teams, NO leadership and team members to understand their individual business needs.
• Develop deep understanding of insurance and investment product sales cycle to consult to the effective implementation of technology throughout the cycle.
• Proactive engagement with NO leadership, NO team members, FAs and their teams, Home Office (HO, corporate office) leadership to ensure effective and efficient use of NM’s technology suite to maximize advisor and client value.
• Tailor consultative approach so that the specific benefits for each unique audience who will be using the technology are clearly demonstrated and understood.
• Act as feedback loop to HO leadership to ensure tech applications meet the needs of end-users and clients.
• Identify gaps and inefficiencies where the financial advisors can apply use of new or existing technology to improve their practices.
• Articulate the benefits of leveraging technology to drive a positive client and advisor experience throughout the sales cycle.
• Ensure financial advisors and NO team members comprehend the specific benefits the use of technology will offer (e.g. increased productivity through time savings, increased sales, recruitment, improved client experience etc.)
• Partner with, and independently develop sound recommendations to NO leadership to assist them in establishing goals.
• Lead strategic planning, engagement, and execution efforts to ensure goals are attained and benefits realized. (e.g. increase field or recruitment productivity, capitalize on expense/revenue benefits through staff redeployment/reduction based on efficiencies gained etc.)
• Consult to NO training leadership teams on teaching and reinforcing technology use best practices throughout the sales cycle with new and existing financial advisors.
• Partner with NO and HO leadership to ensure a consistent messaging in promoting the proper use and integration of technology and proven business building benefits.
• Develop individualized action plans to assist FAs in leveraging technology in their business practice.
• Plan, schedule, and facilitate classes using established curriculum to leverage technology as a sales cycle productivity tool.
• Collaborate with appropriate resources to ensure relevant technology education is provided to the financial advisors and their staff.
• Consult to and partner with NO training team in leading Financial Planning Academy sessions to promote and deliver usage strategies on key technologies needed for a successful FA onboarding and development.
• Support technology rollouts making users aware of benefits, preparation, and training needed for successful deployment.
• Attend mandatory classes, conferences, and training sessions to remain current with changing technologies.
• Track and report engagement efforts and effectiveness to corporate and local management teams.

Qualifications

• Bachelor’s Degree, preferably in business or an equivalent combination of education and/or progressively responsible work experience.
• Minimum of 5 years’ experience to include the following: Experience can run concurrently or in addition to each:
• Demonstrated ability to understand software technology focused on sales practice and the ability to articulate the benefits and uses to select audiences
• 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.

Benefits

• Tuition reimbursement, commuter plans, and paid time off
• Highly competitive compensation that include base salary plus bonus
• Medical/Dental/Vision plans, 401(k), pension program, and more!

Compensation Range

Pay Range - Start:

$70,320.00

Pay Range - End:

$105,480.00

Geographic Specific Pay Structure

Structure 110:

$77,360.00 USD - $116,040.00 USD

Structure 115:

$80,880.00 USD - $121,320.00 USD

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.