Technology Success Consultant

Summary

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 advisors 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 valueadded utilization of technology to achieve individual goals and objectives. This is a fulltime onsite resource responsible for the coaching training mentoring NMs 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 NMs 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 endusers 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

• Bachelors Degree preferably in business or an equivalent combination of education and/or progressively responsible work experience.

• Minimum of 4 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 4 years experience in coaching/training individuals how to optimize their business through the use of technology is highly desirable.

• Minimum of 4 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.

We believe in fairness and transparency. Its 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 youre 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.

Job Posting End Date:

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. 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.