Training & Technology Solutions Consultant (On-site)

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

Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual is seeking an on-site Technology Solutions Consultant embedded within network offices nationwide. The role focuses on advancing financial advisors' sales effectiveness and growth through innovative technology solutions, building strong relationships with advisors, teams, and leadership, and championing adoption of the company’s technology suite.

You will deliver customized consulting to align digital strategies with business objectives, lead technology integrations, and train

Qualifications

• Bachelor's degree in business or related field (or equivalent experience).
• Minimum 2 years related experience including consultation with professionals in 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.

Responsibilities

• Develop relationships with financial advisors, teams, and network office leadership to understand business objectives and support needs.
• Assist advisors in using Northwestern Mutual's technology tools effectively to enhance client-advisor experiences and productivity.
• Understand insurance and investment sales cycles to integrate technology into business processes.
• Demonstrate technology benefits with clear communication to ensure audience understanding.
• Collect feedback from advisors and teams and relay to Home Office leadership.

Skills

Adaptive communication

Customer centricity

Prioritization

Education

Bachelor's degree in business

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.

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: Assesses 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

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

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.

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

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.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups