Field Tech Solutions & Support Cons II
Core
On-site consultant embedded in network offices to advance financial advisors' sales effectiveness and practice growth through technology solutions and customized consulting.
Role type
Senior IC technology solutions consultant (financial services)
Builds
Technology configurations, product integrations, and digital strategy alignment for financial advisor practices
Domain
Financial services / Insurance sales technology
Required skills
Computer hardware and software troubleshooting, LAN configuration, sales cycle knowledge, consulting strategies, project management, vendor management, training facilitation
Preferred skills
Technology support experience, coaching and training professionals, understanding of sales-focused software
Technologies
Computers, mobile devices, hardware, software configurations, operating systems, LAN
Responsibilities
Develop relationships with financial advisors and network office leadership, assist advisors in using technology tools effectively, provide advanced project consultation on technology needs and upgrades, manage escalations and enterprise technology implementations, collect and relay user feedback, support new technology deployments and training, handle vendor management for third-party solutions
Seniority
Mid-level, hands-on IC
