Business Solutions Consultant (On-site)

Northwestern Mutual • Bloomington, MN

1d • Onsite

About The Position

The Business Solutions Consultant is an on-site position embedded within network offices nationwide. The role advances financial advisors’ sales effectiveness and practice growth through technology consulting, relationship building, and support for adoption of Northwestern Mutual’s technology suite. The consultant works with financial advisors, advisor teams, and network office leadership to understand business objectives and support needs, then aligns digital strategies and technology integration with those objectives.

The consultant helps advisors use technology tools effectively, explains how they can improve client-advisor experiences and productivity, and supports ongoing improvement and collaboration. The position may require travel based on the offices supported. It is classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of the required form; the role is identified as Non-Registered Fingerprinted - FINRA.

The stated compensation range is $77,360 to $116,040. Geographic-specific pay structures may apply in California, New York City, or other eligible locations. Final pay depends on factors including skills and experience, market, and candidate location.

Requirements

• Bachelor’s degree in business or a related field, or equivalent experience.
• At least 2 years of related experience, including consultation experience working with professionals in financial services or a similar industry.
• Experience coaching and training professionals.
• Ability to understand sales-focused software technology and its benefits.
• Ability to build and maintain relationships.
• Demonstrated ability to consult and drive measurable improvements in an outcome-based model, such as increased adoption or sales.
• Demonstrated ability to lead and facilitate groups.
• Adaptive communication skills, including communicating complex information and liaising between technical and non-technical audiences.
• Customer-centric approach to designing and continuously improving solutions, systems, processes, and services.
• Ability to prioritize tasks based on importance, urgency, and alignment with business and strategic goals.
• Fingerprinting and completion of the required form under NMIS guidelines.

Responsibilities

• Develop relationships with financial advisors, advisor teams, network office leadership, and their teams to understand business objectives and support needs.
• Help advisors and teams use Northwestern Mutual technology tools effectively, demonstrating benefits to client-advisor experiences and productivity.
• Develop an understanding of insurance and investment sales cycles and how technology can be integrated into business processes.
• Use consulting strategies and clear communication to demonstrate technology benefits to different audiences.
• Collect feedback from advisors and teams and relay it to Home Office leadership to help ensure technology solutions meet user needs.
• Identify inefficiencies with guidance and suggest simple technology applications to improve advisor practices.
• Participate in planning sessions and learn strategic methods for improving productivity and client satisfaction.
• Assist with technology best-practice training and facilitate classes under supervision.
• Help prepare users for new technology deployments through training and communication about benefits.
• Track engagement activities, attend training sessions, and contribute to improvement efforts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level