Technology Customer Success Consultant at Northwestern Mutual

Nashville, Tennessee, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, InvestmentsIndustries

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
100% onsite availability in Nashville, TN (37203)
Classified as an Associated Person under NMIS guidelines, requiring fingerprinting and completion of required form (Non-Registered Fingerprinted - FINRA)

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

Skills

Key technologies and capabilities for this role

Customer SuccessTechnology TrainingConsultingRelationship BuildingInsurance SalesInvestment SalesBusiness Process IntegrationFeedback CollectionStrategic Planning

Questions & Answers

Common questions about this position

Is this position remote or onsite?

This position requires 100% onsite availability in Nashville, TN (37203) and is a full-time, on-site resource embedded within network offices.

What qualifications are required for this role?

A Bachelor’s degree in business or related field (or equivalent experience), minimum 2 years related experience including consultation in financial services, experience coaching and training professionals, ability to understand sales-focused software technology, build relationships, and drive measurable improvements are required.

What is the salary for this position?

This information is not specified in the job description.

Does this role involve travel?

Travel may be required based on supported offices.

What experience makes a strong candidate for this role?

Candidates with consultation experience in financial services, proven coaching and training of professionals, and demonstrated ability to drive measurable improvements like increased technology adoption will stand out.

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

Land your dream remote job 3x faster with AI

Try Jobo Free