Training & Technology Solutions Consultant (On-site)
Core
On-site consultant embedded in network offices to advance financial advisors' sales effectiveness and practice growth through customized technology consulting and training.
Role type
Mid-level technology solutions consultant (financial services)
Builds
Adoption of Northwestern Mutual's technology suite within advisor practices
Domain
Financial services / Insurance sales technology
Deliverable
product features
Required skills
Consulting, coaching and training professionals, understanding insurance and investment sales cycles, building relationships, driving measurable improvements in adoption/sales, leading and facilitating groups
Preferred skills
Experience with sales-focused software technology
Responsibilities
Develop relationships with financial advisors and network office leadership; assist advisors in using technology tools effectively; collect feedback from users to relay to Home Office; support identification of inefficiencies and suggest technology applications; participate in planning sessions for goal achievement; assist in delivering training on technology best practices; track engagement activities
Seniority
Mid-level, hands-on IC