Technology Success Consultant - Cleveland, OH at Northwestern Mutual

Cleveland, Ohio, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

100% onsite availability in Cleveland, OH
Deep understanding of insurance and investment product sales cycle
Ability to apply a holistic consulting approach on an individualized basis
Full-time commitment as an on-site resource

Responsibilities

Establish, build, and maintain relationships with key roles including financial advisors (FA), FA teams, NO leadership, and team members to understand their individual business needs
Develop deep understanding of insurance and investment product sales cycle to consult on the effective implementation of technology throughout the cycle
Proactively engage with NO leadership, NO team members, FAs and their teams, and Home Office (HO) leadership to ensure effective and efficient use of NM’s technology suite to maximize advisor and client value
Tailor consultative approach to clearly demonstrate and ensure understanding of specific benefits for each unique audience using the technology
Act as feedback loop to HO leadership to ensure tech applications meet the needs of end-users and clients
Identify gaps and inefficiencies where financial advisors can apply new or existing technology to improve their practices
Articulate the benefits of leveraging technology to drive a positive client and advisor experience throughout the sales cycle
Ensure financial advisors and NO team members comprehend specific benefits of technology use (e.g., increased productivity through time savings, increased sales, recruitment, improved client experience)
Partner with and independently develop sound recommendations to NO leadership to assist in establishing goals
Lead strategic planning, engagement, and execution efforts to ensure goals are attained and benefits realized (e.g., increase field or recruitment productivity, capitalize on expense/revenue benefits through staff redeployment/reduction)
Consult with NO training leadership teams on teaching and reinforcing technology use best practices throughout the sales cycle with new and existing financial advisors
Partner with NO and HO leadership to ensure consistent messaging in promoting the proper use and integration of technology and proven business building benefits
Coach, train, and mentor NM’s technology suite to financial advisors and team members in local network, district, and detached offices

Skills

technology consulting

coaching

training

mentoring

relationship building

financial advisor tools

workflow optimization

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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