Director, Financial Advisor Training

About Northwestern Mutual:Northwestern Mutual has been helping families and businesses achieve financial security for 164 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.Recent Awards and Accolades:FORTUNE® 90 (FORTUNE® 100, 2021)One of the "World's Most Admired" life insurance companies (FORTUNE® Magazine, 2020)Best Places to Work #82 (Glassdoor, 2021)Highest Rated CEOs (Glassdoor, 2021)50 Best Companies for Diversity # 39 (Black Enterprise Magazine, 2021)50 Best Companies to Sell For (Selling Power Magazine, 2016)A++: AAA, Aaa, and AA+ - weve earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.Top 5: Were one of the top U.S. Independent Investment Broker-Dealers.$7.35B: in dividends expected to be paid in 2024No. 1: Best life insurance company for consumer experience, 2023Fortune 100 company (2021)Forbes Best Employers for Diversity (2018-2020)Top 10 US Independent Broker-Dealers#1 Amongst Life Insurers Most Admired Companies2 for Financial SoundnessBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)$224 billion (retail investment client assets held or managed)The Role:The responsibility of the Training Manager is to educate and develop financial representatives who are in their first five years of service. This involves working for network office leadership to implement existing training and development programs, support and facilitate multiple levels of training for financial representatives, and promote the growth and development of individual representatives and teams.Responsibilities:Guide candidates through the training requirements of the contracting process. Facilitate Basics Day: schedule additional facilitators, prepare materials for facilitators and students. Report on results to leadership, resolve technology issues for candidates, and follow up on all candidate issues.Update and implement the annual training calendar for the network and district offices. Proactively communicate calendar to leadership, facilitators, and support staff.Facilitate Fastrack Sales School, Fastrack Forward, Weekly and Monthly Client Builder, Network Office Days, and other office training programs: assign and monitor pre-work, assign and prepare individual faculty members, attend and oversee all scheduled training, facilitate training as needed, monitor scheduled phoning times and field days, coordinate assignment of homework, homework debriefs, office standards and expectations.Serve as guidance counselor for learning paths. Partner with leadership and other mentors to monitor individuals' overall progress and results by monitor metrics and measurement of productivity goals.Disseminate continuing education programs and components, communicate to financial representatives, support progress, and celebrate achievements.Partner with other office managers and individuals to share best practices and progress on individual representatives. Strive to streamline processes and practices, and proactively problem solve training issues as an overall component of office best practices.Participate in DOT community for personal development.Supervise the Training Coordinator as needed.Qualifications:Bachelor's Degree, preferably in adult education or business administration.2-4 years of experience developing and facilitating training programs.2-3 years of financial services industry experience required.Instructional design experience and superior presentation skills.Work effectively with people at all levels and build strong relationships.Effectively manage time to address multiple priorities.Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality.Certified Master Trainer designation recommended within first six-to-twelve months.

Created: 2024-11-01