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Northwestern Mutual · 10 hours ago

Technology Solutions Consultant

Stamford, CT

Full-time

Onsite

Mid, Senior Level

$69K/yr - $129K/yr

5+ years exp

Northwestern Mutual is a strong and innovative company that has been building trust-based relationships for nearly 160 years. The Technology Solutions Consultant is responsible for advocating and promoting the effective use of technology within the network office territory, coaching and training financial advisors and team members to enhance their practices through technology integration.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

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

Qualification

Consultation experienceCoachingTrainingFinancial services experienceSoftware technology understandingRelationship buildingSales cycle acumenChange managementContinuous improvementPrioritizationProcess improvementOperational excellenceBusiness acumenCross functional partneringCustomer centricityAnalytical thinkingAdaptive communicationLearning agilityEscalation managementStakeholder relationshipCustomer supportTechnical acumenStrategic thinkingProject management

Required

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

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

Preferred

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

Benefits

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)