Technology Solutions Consultant III at Northwestern Mutual

Los Angeles, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor’s degree in business or related field, or equivalent experience
Minimum of three (3) years of consultation experience working with professionals within financial services or similar industry
Minimum of one (1) year of 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

Maintain strong connections with financial advisors (FA), FA teams, and network office (NO) leadership and their teams, consistently supporting business objectives through effective communication
Engage advisors and teams to optimize the use of Northwestern Mutual’s technology suite, driving enhancements in client-advisor experiences and productivity
Utilize comprehensive knowledge of sales cycles to strategically integrate technology into business processes
Tailor consulting strategies to effectively demonstrate technology benefits, ensuring clear comprehension and value-added utilization across diverse audiences
Analyze and relay feedback to Home Office leadership, advocating for technology solutions that meet end-user needs
Independently identify inefficiencies and recommend targeted technology applications to improve advisor practices
Lead planning and execution efforts to achieve goals, leveraging strategic insights to boost productivity and client experiences
Develop and deliver training sessions on technology best practices, facilitating classes that enhance tool usage and advisor capabilities
Coordinate successful technology deployments, ensuring users are trained and informed about benefits
Monitor engagement effectiveness and pursue continuous learning to stay updated with technology trends, driving improvement initiatives
Engage in small teams to develop solutions for difficult issues affecting the organization
Leverage subject matter expertise to mentor and train others

Skills

technology consulting

sales enablement

technology adoption

strategic planning

training delivery

relationship management

business process optimization

feedback analysis

productivity improvement

client experience enhancement

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.

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