Field Tech Solutions & Support Cons II jobs in United States
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Northwestern Mutual · 8 hours ago

Field Tech Solutions & Support Cons II

Northwestern Mutual is dedicated to advancing financial advisors' sales effectiveness through innovative technology solutions. The Technology Solutions & Support Consultant will optimize technology configurations, drive product integration, and provide customized consulting to align digital strategies with business objectives.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

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
Utilizes extensive knowledge of computers, mobile devices, hardware, software configurations, operating systems, and LAN
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
Provides advanced project consultation, and subject matter expertise to enterprise partners on technology needs, remodels, new office buildouts, and upgrades to enhance the customer experience
Collect feedback from advisors and teams to relay to Home Office leadership, helping ensure technology solutions meet user needs
Manages escalations and project management of enterprise technology implementations and upgrades, including communication and feedback to local and corporate leadership
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
Handles vendor management of third-party technology solutions providers and implementations, ensuring effective collaboration and integration
Track engagement activities and attend training sessions to expand knowledge and skills, contributing to improvement efforts
Maintains a high level of proficiency and expertise in complex computer hardware and software technologies through continuous education, advanced training, and self-study
Travel may be required based on supported offices

Qualification

Technology support experienceSales-focused software technologyComputer hardware troubleshootingConsultation experienceCoachingTrainingCustomer supportChange managementAnalytical thinkingRelationship buildingProject management

Required

Bachelor's degree in business or related field, or equivalent experience
Minimum of 2 years related experiences 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
Advanced knowledge in computer, mobile device hardware, and software troubleshooting including proficiency in using software support tool
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

Technology support experience preferred

Benefits

Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups

Company

Northwestern Mutual

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase