Training & Technology Solutions Consultant (On-site)

Northwestern Mutual

Mendota (MN)

On-site

USD 77,000 - 116,000

Full time

7 days ago

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Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual is seeking a Technology Solutions Consultant to work on-site across network offices, helping financial advisors grow practice through technology. You will build strong relationships with advisors and leadership, tailor consulting to business objectives, and champion the adoption of Northwestern Mutual’s technology suite.

You will also assist in training, track engagement, and relay feedback to Home Office to align solutions with user needs, enabling continuous improvement and

Qualifications

Bachelor's degree in business or related field required.
Minimum 2 years of related experience including consultation with professionals in financial services or similar industry.
Experience coaching/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.
Demonstrated ability to lead and facilitate groups.

Responsibilities

Develop relationships with financial advisors and network office leadership to understand objectives and needs.
Assist advisors in using Northwestern Mutual's technology tools to enhance client-advisor experiences and productivity.
Understand insurance and investment sales cycles to integrate technology into business processes.
Communicate technology benefits clearly to ensure audience understanding.
Collect feedback from advisors 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 productivity.
Assist in delivering training on technology best practices.
Prepare users for new technology deployments through training and communication.
Track engagement and attendance to contribute to improvement efforts.
Travel may be required based on supported offices.

Skills

Adaptive Communication

Customer Centricity

Prioritization

Education

Bachelor's degree in business or related field

Job description

About The Job

The Technology Solutions 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 role involves cultivating strong relationships with advisors, teams, and network office leadership, delivering customized consulting to align digital strategies with specific 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.

About The Job

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.
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.
Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs.
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.
Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts.
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 2 years related experience 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.
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.
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.
Prioritization: Assess and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

Compensation Range

Pay Range - Start:
$77,360.00

Pay Range - End

$116,040.00

Structure 110

Geographic Specific Pay Structure

Structure 115

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.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do.

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.

Skills

Adaptive Communication (NM), Prioritization (NM), Customer Centricity (NM)

FIND YOUR FUTURE

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.