Job Description

Overview At Northwestern Mutual, we believe relationships are built on trust. We believe our lives and our work matter. These beliefs launched our company nearly 160 years ago and continue to be a foundation for careers at Northwestern Mutual. We are strong and growing, invest in our people, and care about communities. We support research and programs to fight childhood cancer, and our Foundation, employees and financial representatives donate time, talent and financial support to causes they are passionate about. Role introduction: Bring your best! The role is to advocate and promote the effective use of technology within the network office (NO) territory and facilitate the use of new and existing technologies in the financial advisor’s practice and workflow of all NO team members (e.g., CRC, SET, DNOS, Recruiters). Apply a holistic consulting approach to promote efficient and value-added utilization of technology to achieve individual goals and objectives. This is a full-time, on-site resource responsible for coaching, training and mentoring NM’s technology suite to financial advisors and team members in the local network, district, and detached offices. This position requires 100% onsite availability in Cleveland, OH. Primary Duties & Responsibilities Establish, build and maintain relationships with key roles including financial advisors, FA teams, NO leadership and team members to understand their business needs. Develop a deep understanding of the insurance and investment product sales cycle to consult on effective technology implementation. Engage with NO leadership, NO team members, FAs and their teams, and Home Office leadership to ensure effective and efficient use of NM’s technology suite to maximize advisor and client value. Tailor a consultative approach to demonstrate and clarify the benefits for each audience using the technology. Act as a feedback loop to Home Office leadership to ensure tech applications meet end-user and client needs. Identify gaps and inefficiencies where advisors can apply technology to improve practices. Articulate the benefits of leveraging technology to drive a positive client and advisor experience throughout the sales cycle. Ensure advisors and NO team members understand the specific benefits of technology use (e.g., increased productivity, sales, recruitment, improved client experience). Partner with and develop recommendations to NO leadership to help establish goals. Lead strategic planning, engagement, and execution to attain goals and realize benefits (e.g., increased field/recruitment productivity, efficiency-driven cost/revenue benefits). Consult with NO training leadership on teaching and reinforcing technology use best practices during the sales cycle with new and existing advisors. Collaborate with NO and HO leadership to maintain consistent messaging on the use and integration of technology and business-building benefits. Develop individualized action plans to assist financial advisors in leveraging technology in their business. Plan, schedule, and facilitate classes using established curriculum to leverage technology as a sales-cycle productivity tool. Collaborate with relevant resources to provide technology education to financial advisors and their staff. Partner with NO training team to lead Financial Planning Academy sessions for onboarding and development of advisors in technology usage. Support technology rollouts by informing users of benefits, preparation, and training required for successful deployment. Attend mandatory classes, conferences, and training sessions to stay current with changing technologies. Track and report engagement efforts and effectiveness to corporate and local management teams. Qualifications Bachelor’s Degree, preferably in business or an equivalent combination of education and/or progressively responsible work experience. Minimum of 5 years’ experience with the following structure: Five+ years of consultation experience with professionals in financial services or similar industry, with demonstrated ability to build and develop relationships at various levels through a consultative model. Minimum of three years’ experience in coaching/training individuals to optimize their business through the use of technology is highly desirable. Minimum of three years’ coaching and training experience preferred. Minimum of five years’ financial services industry experience preferred. Demonstrated ability to understand software technology focused on sales practice and to articulate benefits to select audiences. Ability to build and maintain relationships. Proven ability to consult and drive measurable improvements in an outcome-based model (e.g., drive adoption or sales increases). Demonstrated ability to lead and facilitate groups of people. #LI-Onsite Compensation Range: Pay Range - Start: $60,340.00 Pay Range - End: $112,060.00 Geographic Specific Pay Structure: Structure 110 (Exempt): $66,360.00 - $123,240.00 Structure 115 (Exempt): $69,370.00 - $128,830.00 Note: We share salary ranges and final salaries are based on factors including skills, experience, market, location, and hiring process considerations. Grow your career with a best-in-class company that puts clients’ interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer that welcomes diversity in the workforce. We are committed to creating an environment where employees can contribute ideas, seek challenges, assume leadership, and meet business and personal objectives. We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here with first-class perks, benefits, and a culture of belonging. Benefits Flexible work schedules Concierge service Comprehensive benefits Employee resource groups #J-18808-Ljbffr Northwestern Mutual

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