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Northwestern Mutual · 1 day ago

Tech Solutions Consultant

Jacksonville, FL

Full-time

Onsite

Entry, Mid Level

$60K/yr - $112K/yr

2+ years exp

Northwestern Mutual is a leading financial services company, and they are seeking a Tech Solutions Consultant. This role is responsible for coaching and mentoring financial advisors on technology solutions to enhance their sales effectiveness and practice growth.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

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

Consultation experienceSales-focused software technologyCoachingTrainingFinancial services experienceRelationship buildingChange ManagementContinuous ImprovementProcess ImprovementAnalytical ThinkingCustomer CentricityLearning AgilityTechnical & Digital AcumenStrategic ThinkingProject Management

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

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)