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Technology Productivity Consultant

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

What's the role?

Northwestern Mutual is looking for a hardworking Technology Productivity Coordinator to advise Field Representatives or staff on technology use. You will not only advise on proper data input to our financial planning tool, but also advise on how to leverage specific module output with clients appropriately.

Tailor approach so that the financial representatives and impacted 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 leadership to assist them in establishing goals. Then lead planning to ensure goals are attained and benefits realized, such as increasing 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 the team 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 the home office.

  • 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 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.

Bring your best! What this role needs:

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

  • Three plus 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.

Beyond base salary, NM offers the following benefits; pension, 401k, comprehensive medical, dental, and vision, FREE lunch, annual bonus opportunity, and much more!


This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Non-Registered Fingerprinted - FINRA

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.


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.