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Consultant with 20+ years of executive sales experience cultivating enduring B2C and B2B relationships, yielding ongoing, persistent business. I am a customer focused, innovative, strategic advisor.
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Technology Productivity ConsultantNorthwestern Mutual Jan 2020 - May 2022Mendota Heights, Mn• Technology consultant with Field Technology Customer Success assigned to support a field Network Office.• Drove technology training and adoption within the Network Office and its nine Districts, developing 154 fulltime Financial Representatives, 100 College Intern Representatives, and staff (~600 professionals). • Led technology to achieve Network Office and corporate objectives and key results (OKRs) by leveraging corporate resources and collaboration with the Network Office leadership.• Designed and delivered technology training for Financial Planning Academy covering Microsoft Dynamics CRM, Microsoft 365, Microsoft Power BI, Microsoft SharePoint, Slack, RingCentral, Zoom, and the full stack of Northwestern Mutual’s proprietary CX sales and service applications.• Greatly exceeded expectations for key initiatives, including Microsoft Dynamics CRM adoption, training and change management in migration from Personal Planning Analysis to Northwestern Mutual’s proprietary Planning Experience (PX) application, and training and change management in the rollout of the Digital Onboarding Experience (Consumer Website and Mobile Application, Online Medical History Questionnaire, and electronic insurance applications).• Provided technology consulting services for Financial Representative Teams. Led discovery of goals, objectives, workflows, and technology usage to identify and implement strategies to improve efficiency, employee and client satisfaction, business persistency, and accelerate revenue growth. -
Application Sales Manager - Smb & Majors | Cx SolutionsOracle Apr 2018 - Jan 2020Greater Minneapolis-St. Paul Area -
Application Sales Executive - Smb | Cx SolutionsOracle Feb 2017 - Apr 2018Greater Minneapolis-St. Paul Area -
Global License Consultant - Enterprise | Cx, Erp & Epm SolutionsOracle Jun 2016 - Feb 2017Oracle Digital - Minneapolis, Mn -
Application Sales Representative - Enterprise | Cx SolutionsOracle Dec 2015 - Jun 2016Minneapolis, Mn -
Wealth Management AdvisorNorthwestern Mutual Apr 2006 - Dec 2015Greater Minneapolis-St. Paul Area -
Financial AdvisorNorthwestern Mutual Apr 2003 - Apr 2006Mendota Heights, Mn -
Business Analyst, New Business Redesign TeamPrudential Financial May 2001 - Dec 2001Plymouth, Mn -
Service Team Manager, Prudential Leaders CouncilPrudential Financial May 1999 - May 2001Plymouth, Mn -
Sr. Case ManagerPrudential Financial Nov 1998 - May 1999Plymouth, Mn -
Insurance ManagerAccess Financial Services, Inc. Jun 1996 - Nov 1998Bloomington, Mn -
Sr. Service Representative, Hartford LifeThe Hartford Jan 1994 - Jun 1996Plymouth, Mn -
New Business Specialist, Itt Life & AnnuityThe Hartford Jan 1993 - Jan 1994Plymouth, Mn -
Insurance AgentNorthwestern Mutual Jun 1992 - Jan 1993Eagan, Mn
Darrell Peterson Skills
Darrell Peterson Education Details
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Management
Frequently Asked Questions about Darrell Peterson
What is Darrell Peterson's role at the current company?
Darrell Peterson's current role is Technology Productivity Consultant.
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Darrell Peterson's direct phone number is +195221*****
What schools did Darrell Peterson attend?
Darrell Peterson attended University Of Minnesota Duluth.
What are some of Darrell Peterson's interests?
Darrell Peterson has interest in Children, Economic Empowerment, Education, Science And Technology, Health.
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Darrell Peterson has skills like Financial Services, Team Building, Leadership, Salesforce.com, Coaching, Software As A Service, Enterprise Software, Account Management, Demand Generation, Sales And Marketing, Business Process Improvement, Organizational Leadership.
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