Northwestern Mutual · 2 months ago
Technology Customer Success Consultant
Nashville, TN
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $129K/yr
2+ years expNorthwestern Mutual is a company dedicated to advancing financial advisors' sales effectiveness through innovative technology solutions. The Technology Customer Success Consultant is responsible for coaching and mentoring advisors on the technology suite, fostering strong relationships, and driving the adoption of technology to enhance business practices.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
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
Qualification
Required
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
Benefits
Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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