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Software Trainer - Middleton, WI

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

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 Mutual.

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 growing.

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.

What's the role?


  • Advise Field Representatives or staff on technology use. (e.g. able not only to advise on proper data input to PPA, but can also advise on how to leverage specific module output with clients appropriately.)

  • Tailor approach so that the financial representatives and impacted NO staff demonstrate and understand the specific benefits technology offers for each unique audience who will be using the technology Partner with, and independently develop sound recommendations to NO leadership to assist them in establishing goals. Then lead planning to ensure goals are attained and benefits realized. (e.g. increase field or recruitment productivity, capitalize on expense/revenue benefits through staff redeployment/reduction based on efficiencies gained etc.)

  • Maintain an informed engagement plan to drive improved use of technology to better enable NO to attain goals and related benefits within the network, district and detached offices. Performance against plan will be measured with the aid of technology adoption metrics prepared and provided by HO.


  • Work with the network office resources who handle technology coordination duties.

  • Provide new financial representatives and/or key network office staff receive basic introduction and ongoing guidance of key technologies to support the functions of their position, the sales cycle and their individual career growth within their assigned role in the network.

  • Work with NO and HO leadership to ensure a consistent message to all impacted key field roles for promoting the proper use and integration of technology and proven business building benefits.

  • Bachelor's Degree, preferably in business or an equivalent combination of education and/or progressively responsible work experience.

  • Minimum of 3 years' experience to include the following. Experience can run concurrently or in addition to each

  • Three + years of program support working with professionals in financial services or similar industry with demonstrated ability to build/develop relationships at various position levels through a consultative model. Minimum of three years' experience in coaching/training individuals how to optimize their business through the use of technology is highly desirable.

  • Minimum of three years of coaching and training experience preferred

  • Minimum of three years financial services industry experience preferred

  • Demonstrated ability to understand software technology focused on sales practice and the ability to articulate the benefits and uses to select audiences

  • Ability to build and maintain relationships.

  • Proven ability to drive measurable improvements in an outcome based model. (e.g. prior demonstrated ability to drive % increase in adoption, sales etc.)

  • Demonstrated ability to lead and facilitate groups of people.


  • Tuition reimbursement, commuter plans, and paid time off

  • Highly competitive compensation that include base salary plus bonus

  • Medical/Dental/Vision plans, 401(k), pension program, and more!


This job is not covered by the existing Collective Bargaining Agreement.

Required Certifications:

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now! 

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.

If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.