Northwestern Mutual · 1 week ago
Business Coach
Northwestern Mutual is seeking a Business Coach who will play a crucial role in developing and supporting new financial advisors. The Business Coach will be responsible for coaching, encouraging, and holding advisors accountable to achieve their sales goals and maintain high performance within the firm.
Responsibilities
Coach new financial advisors to maintain focus on achieving expected activity benchmarks and effective sales habits
Encourage and support advisors to build the daily activity habits needed for continued success in the career and help advisors hold themselves accountable to their daily activity goals
Build and maintain high morale and positive energy/momentum toward high performance benchmarks
Help new advisors develop accountability to consistently and accurately track their activity in CRM so that they have the data needed to continually analyze their practice and adjust actions to achieve success
Participate in Board of Review meetings to provide perspective on activity
Communicate activity coaching updates weekly to leadership team
Provide support during the week, e.g., answering questions, providing insights, as needed
Act as a general resource for all new advisors
Assist the Chief Development Officer team with all special projects, as needed
Qualification
Required
High level of coaching skills, e.g., empathy paired with honesty, listening, supportive, trustworthy, goal-oriented
High level of credibility with the leadership team and advisors in the office
Ability to work effectively in a fast-paced and ever-changing environment
Ability to maintain confidentiality and build high-trust relationships
Ability to coach new advisors and inspire confidence and growth through a healthy balance of challenge and support
Strong ability to multitask through effective time management skills and the ability to set priorities and meet deadlines
Strong attention to detail with the ability to work with a high degree of accuracy
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Funding
Current Stage
Late StageRecent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase