Technology Productivity Consultant - Memphis
Company: Northwestern Mutual
Posted on: June 15, 2019
At Northwestern Mutual, we believe relationships are built on
trust. That our lives and our work matter. These beliefs launched
our company nearly 160 years ago. Today, they're just a few of the
reasons why people choose to build careers at Northwestern
We're strong and growing. In a company with such a long and storied
history, this may be the most exciting and important time to be a
part of Northwestern Mutual. We're strong, innovative and
We invest in our people. We provide opportunities for employees to
grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities.
Nationally, thousands have benefitted from our support of research
and programs to fight childhood cancer. Each year, our Foundation,
employees and financial representatives donate time, talent and
financial support to causes they're passionate about.
We are an equal opportunity/affirmative action employer and all
qualified applicants will receive consideration for employment
without regard to race, color, religion, gender identity or
expression, sexual orientation, national origin, disability, age or
status as a protected veteran, or any other characteristic
protected by law.
As Technology Productivity Consultant, you will serve as a member
of the Northwestern Mutual technology training staff. You will
interact both with our Corporate Technology Team and the onsite
leadership team, supporting the needs of local leadership,
Financial Representatives (FRs) and their staff. You will also
provide desktop support and technology coordination, including
hardware, new workstation setup, printer, phone, audiovisual and
other technology equipment setup and repair.
Daily, you will be responsible for supporting the FRs and staff by
training them on a variety of key software programs and modules and
providing basic technology support. Your mission will be to provide
outstanding learning opportunities and ongoing support so that FRs
and office staff can leverage available tools to manage their
business, sell products and provide support to policy owners.
Specific responsibilities will include:
---Providing in-office group training.
---Following-up with individuals who attended group training,
providing one-on-one instruction for 60 minutes.
---Delivering Sales School training. New reps attend a two-week
training seminar which includes 6 to 8 hours of core technology
training, which you will deliver.
---Providing Sales School training follow up. Post sales training,
you will meet with individual reps once per week for the first six
months to consult and refine/deepen initial training.
---Providing ongoing consulting to those who need it (i.e. spending
time with someone who is having difficulty with the Customer
Relationship Management software or Personal Planning tool,
You will enjoy a good deal of leeway in the design and delivery of
the consulting portion of your role.
Collaboration and Support
---You will partner and build relationships with the onsite
leadership team in order to help drive the success of the location.
Projects/needs could include; planning with FRs and prospects
(attending sales calls), helping to identify prospects, helping FRs
prepare for sales calls, identifying ways you can help drive
--- Partnering with the technology training team seated throughout
---Meeting monthly and quarterly.
---Serving as a resource; talking about local activities and
---Sharing wins and challenges.
---Brainstorming to discover best practices.
Your Training Program
To ensure that you're qualified to perform your role and make a
strong impact, you will participate in an in-depth training program
with benchmarks set over a six-week period. You will:
---Spend your first week in Milwaukee, where you'll participate in
onboarding and begin learning the software, most of which is
proprietary. You will learn; Microsoft Dynamics CRM and how it is
used within Northwestern Mutual, our PPA (Personal Planning
Analysis), e-filing system and Document sharing tool
---Week two will be spent in the office for initial training and to
discover what your client group needs and where there are gaps in
---The remainder of your training will take place at the Network
Office. Week four you will re-engage your initial group of trainees
and continue to build your skills. A member of the corporate
training team will be onsite during week five, observing and
continuing to help advance your knowledge. Week six will be spent
testing your skills and identifying and filling any gaps.
To be a strong fit for the Technology Productivity Consultant, you
---A bachelor's degree, preferably in Business or a related field,
or an equivalent combination of education and/or progressively
responsible work experience.
---At least 3 years of experience, including (concurrent or in
addition to): 3+ years of program support working with
professionals in financial services or a similar industry;
financial services industry experience preferred. 3+ years of
experience in coaching / training individuals on how to optimize
their business through the use of technology is highly
---Demonstrated ability to understand software technology focused
on sales practices, and the ability to articulate the benefits and
uses of that technology to select audiences; skill leading and
facilitating groups of people.
---Skill and demonstrated ability to build and maintain
relationships with a variety of levels and titles.
---The ability to use a consultative model when coaching / training
and developing professional relationships.
---Proven ability to drive measurable improvements in an
outcome-based model (i.e. prior demonstrated ability to drive
percentage increase in technology adoption for sales and other
---An aptitude for learning technology at a deep level to teach and
Req ID: 25211
Position Type: Regular Full Time
Education Experience: Bachelor's Desired
Employment Experience: 3-5 years
Licenses/Certifications: Not Applicable
FLSA Status: Exempt
Posting Date: 05/24/2019
Keywords: Northwestern Mutual, Milwaukee , Technology Productivity Consultant - Memphis, IT / Software / Systems , Milwaukee, Wisconsin
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