Training & Technology Solutions Consultant (On-site)
At a glance
Mid-level Solutions & Sales Engineering role at Northwestern Mutual. Mendota Ht · full-time · $77,360–$116,040 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build relationships with financial advisors, advisor teams, and network-office leaders to understand business goals and support needs
- Show advisors how technology tools can improve client experiences, productivity, and sales processes
- Use consulting techniques to explain technology benefits clearly to technical and non-technical audiences
- Gather user feedback, flag workflow inefficiencies, and suggest straightforward technology improvements
- Help deliver training, support technology rollouts, and prepare users through classes and benefit-focused communication
What you bring
- A business-related bachelor’s degree or equivalent experience
- At least two years of related consulting work with financial-services professionals or a similar audience
- Experience coaching and training professionals, including leading or facilitating groups
- Evidence that your consulting has produced measurable gains such as adoption or sales improvement
- You can understand sales-oriented software and build lasting professional relationships
Who this fits
You’ll suit a consultative, relationship-focused role that works directly with financial advisors and office leadership. The position is on-site in network offices and may involve travel to supported offices. Fingerprinting and completion of a required form are conditions of the role.
From the employer
About the Job:
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.
What You'll Do:
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 You'll Bring to the Role:
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.
Skills You Have:
Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.
Customer Centricity: Applies a customer first mindset to design and continuously improve solutions, systems, processes, and services that support enterprise strategy, impact critical business outcomes, and drive organizational success.
Prioritization: Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.
Compensation Range:
Pay Range - Start:
$77,360.00Pay Range - End:
$116,040.00Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
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