Tech Solutions Consultant

About the Job

Are you ready to make a significant impact in the world of financial services? As a Technology Solutions Consultant , you will be at the forefront of empowering financial advisors across the nation. This on-site role is all about enhancing sales effectiveness and driving practice growth through innovative technology solutions.

Your mission? To build strong relationships with advisors, teams, and network office leadership, delivering tailored consulting that aligns digital strategies with their unique business objectives. By championing the adoption of Northwestern Mutual’s technology suite, you will transform advisor practices and foster collaboration at all organizational levels.

• Build Relationships: Connect with financial advisors, their teams, and network office leadership to understand their business objectives and support needs.

• Enhance Productivity: Assist advisors in effectively using Northwestern Mutual’s technology tools to elevate client-advisor experiences.

• Understand Sales Cycles: Gain insights into the insurance and investment sales cycles to integrate technology seamlessly into business processes.

• Consulting Strategies: Demonstrate the benefits of technology through clear communication, ensuring everyone understands its value.

• Feedback Loop: Collect insights from advisors and teams to relay to Home Office leadership, ensuring technology solutions meet user needs.

• Identify Inefficiencies: Suggest simple technology applications to improve advisor practices and enhance efficiency.

• Participate in Planning: Engage in sessions to support goal achievement and learn strategic methods to boost productivity and client satisfaction.

• Training Delivery: Assist in training sessions on technology best practices, promoting effective tool usage.

• Prepare for New Deployments: Help users get ready for new technology rollouts by communicating benefits and providing training.

• Continuous Learning: Track engagement activities and attend training sessions to expand your knowledge and skills.

• Travel: Be prepared to travel as needed to support various offices.

• Education: Bachelor’s degree in business or a related field, or equivalent experience.

• Experience: Minimum of 2 years in a related role, ideally with consultation experience in financial services or a similar industry.

• Coaching Skills: Proven experience in coaching and training professionals.

• Tech Savvy: Ability to understand and communicate the benefits of sales-focused software technology.

• Relationship Builder: Strong skills in building and maintaining professional relationships.

• Consultative Mindset: Demonstrated ability to drive measurable improvements in an outcome-based model.

• Leadership: Experience in leading and facilitating groups effectively.

• Adaptive Communication: Craft strategies to convey complex information to diverse audiences.

• Change Management: Advocate for change and identify gaps to enhance client experiences.

• Customer Centricity: Design and improve solutions that support enterprise strategy and drive success.

• Field Advocacy: Serve as a liaison to enhance awareness and satisfaction with products and services.

• Learning Agility: Continuously pursue knowledge and apply critical thinking to improve practices.

• Prioritization: Assess and assign priority levels to tasks based on strategic goals.

Compensation Range:

Pay Range:

Start: $61,530.00

End: $

Geographic Specific Pay Structure:

Structure 110: $67,690.00 - $

Structure 115: $70,770.00 - $

We believe in fairness and transparency. Final salaries are based on various factors, including skills, experience, and location. If you're in California, New York City, or other eligible locations, specific pay structures may apply.

At Northwestern Mutual, we’re committed to putting our clients' interests at the center of everything we do. Join us and grow your career in a supportive environment that values diversity and encourages creativity.

• Concierge service
• Employee resource groups

We’re excited about the potential you bring to Northwestern Mutual. Here, you can grow your career while enjoying first-class perks and benefits, all within a culture of belonging.