Job Description

The responsibility of 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 into the financial advisor's practice and workflow of all NO team members (e.g. CRC, SET, DNOS, Recruiters etc.). Apply a holistic consulting approach on an individualized basis 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 the coaching, training, mentoring NM’s technology suite to financial advisors and team members in local network, district, and detached offices. Primary Duties & Responsibilities: Establish, build and maintain relationships with key roles including financial advisors (FA), FA teams, NO leadership and team members to understand their individual business needs. Develop deep understanding of insurance and investment product sales cycle to consult to the effective implementation of technology throughout the cycle. Proactive engagement with NO leadership, NO team members, FAs and their teams, Home Office (HO, corporate office) leadership to ensure effective and efficient use of NM’s technology suite to maximize advisor and client value. Tailor consultative approach so that the specific benefits for each unique audience who will be using the technology are clearly demonstrated and understood. Act as feedback loop to HO leadership to ensure tech applications meet the needs of end-users and clients. Identify gaps and inefficiencies where the financial advisors can apply use of new or existing technology to improve their practices. Articulate the benefits of leveraging technology to drive a positive client and advisor experience throughout the sales cycle. Ensure financial advisors and NO team members comprehend the specific benefits the use of technology will offer (e.g. increased productivity through time savings, increased sales, recruitment, improved client experience etc.) Partner with, and independently develop sound recommendations to NO leadership to assist them in establishing goals. Lead strategic planning, engagement, and execution efforts 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.) Consult to NO training leadership teams on teaching and reinforcing technology use best practices throughout the sales cycle with new and existing financial advisors. Partner with NO and HO leadership to ensure a consistent messaging in promoting the proper use and integration of technology and proven business building benefits. Develop individualized action plans to assist FAs in leveraging technology in their business practice. Plan, schedule, and facilitate classes using established curriculum to leverage technology as a sales cycle productivity tool. Collaborate with appropriate resources to ensure relevant technology education is provided to the financial advisors and their staff. Consult to and partner with NO training team in leading Financial Planning Academy sessions to promote and deliver usage strategies on key technologies needed for a successful FA onboarding and development. Support technology rollouts making users aware of benefits, preparation, and training needed for successful deployment. Attend mandatory classes, conferences, and training sessions to remain current with changing technologies. Track and report engagement efforts and effectiveness to corporate and local management teams.

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