Tech Solutions Consultant - Jacksonville, FL

Northwestern Mutual

1d • $60,340 - $112,060 • Onsite

About The Position

This position requires 100% onsite availability in Jacksonville, FL (32202). This is a full-time, on-site resource, responsible for the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network, district, and detached offices. Summary: The Technology Solutions Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions. This role involves cultivating strong relationships with advisors, teams, and network office leadership, delivering customized consulting to align digital strategies with specific business objectives, and championing the adoption of Northwestern Mutual’s technology suite. By spearheading strategic technology integration, the consultant transforms advisor practices, driving continuous improvement and fostering collaboration across all organizational levels.

Requirements

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees