Northwestern Mutual · 7 hours ago
Tech Solutions Consultant
Fort Pierce, FL
Full-time
Onsite
Entry, Mid Level
$60K/yr - $112K/yr
2+ years expNorthwestern Mutual is seeking a Technology Solutions Consultant who will be responsible for enhancing the sales effectiveness of financial advisors through innovative technology solutions. The role involves coaching and mentoring advisors, developing relationships, and delivering customized consulting to align digital strategies with business objectives.
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
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences
Consulting: Connects with stakeholders to understand and gain specific information to help resolve customer problems in a given domain. Communicates effectively intent to customers, solicits customer requirements, utilizes domain knowledge and collaborates with the right stakeholders
Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals
Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends
Technical & Digital Acumen: Leverages knowledge and approaches of digital products and technologies to solve problems, complete tasks and accomplish goals. Demonstrates effective adaptability to new and emerging technologies
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
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 StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2026-01-12
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