Technology Success Consultant

Company: Northwestern Mutual
Location: Cincinnati
Posted on: January 22, 2025

Job Description:

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. 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 Cincinnati, OH (zip 45209). 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:
  • Five + years of consultation experience working with professionals in financial services or similar industry with demonstrated ability to build/develop relationships at various position levels through a consultative model.
  • Minimum of three years' experience in coaching/training individuals how to optimize their business through the use of technology is highly desirable.
  • Minimum of three years of coaching and training experience preferred
  • Minimum of five years financial services industry experience preferred
  • 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! #LI-Onsite Compensation Range: Pay Range - Start: $59,150.00 Pay Range - End: $109,850.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please c lick for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click for information pertaining to compensation and benefits.
      FIND YOUR FUTUREWe're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion. -
      • Flexible work schedules
      • Concierge service
      • Comprehensive benefits
      • Employee resource groupsPandoLogic. Category:Sales, Keywords:Sales Representative, Location:Cincinnati, OH-45229

Keywords: Northwestern Mutual, Middletown , Technology Success Consultant, IT / Software / Systems , Cincinnati, Ohio