Business Technology Advocate for Financial Advisors

1 day ago


Cincinnati, Ohio, United States Northwestern Mutual Full time
About Us

We are Northwestern Mutual, a strong and innovative company that invests in our people. We care and make a positive difference.

Job Description

This is a full-time on-site role responsible for coaching, training, and mentoring financial advisors and team members in the effective use of technology to achieve individual goals and objectives.

Responsibilities:
  • Establish relationships with financial advisors, teams, and leadership to understand their business needs.
  • Develop deep understanding of insurance and investment product sales cycle to consult on effective technology implementation.
  • Engage with NO leadership, team members, FAs, and HO leadership to ensure efficient technology use and maximize advisor and client value.
  • Tailor consultative approach to demonstrate benefits for each unique audience.
  • Act as feedback loop to HO leadership to ensure tech applications meet user needs.
Requirements:
  • Bachelor's Degree in Business or equivalent combination of education and work experience.
  • Minimum 5 years' experience in consultation, coaching/training, and financial services industry.
  • Demonstrated ability to build/maintain relationships, consult, and drive measurable improvements.
  • Ability to lead and facilitate groups.
Compensation and Benefits:

This position offers a highly competitive compensation package, including base salary plus bonus, tuition reimbursement, commuter plans, paid time off, medical/dental/vision plans, 401(k), pension program, and more.

Estimated Salary Range: $59,150 - $109,850 per year.
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