Tech Success Consultant
Core
On-site consultant embedded in network offices to advance financial advisors' sales effectiveness and practice growth through technology solutions.
Role type
Tech Success Consultant (Financial Services)
Builds
Adoption of Northwestern Mutual's technology suite within advisor practices
Domain
Financial Services / Insurance & Investment Sales
Deliverable
product features
Required skills
Consultation, Coaching and training professionals, Relationship building, Sales cycle understanding, Technology integration, Strategic planning, Group facilitation
Responsibilities
Develop relationships with financial advisors and network office leadership, Assist advisors in using technology tools effectively, Collect feedback from advisors to relay to Home Office, Support identification of inefficiencies and suggest technology applications, Participate in planning sessions to support goal achievement, Assist in delivering training on technology best practices
Seniority
Mid-level, hands-on IC