Northwestern Mutual · 7 hours ago
Director of Training and Development
New York, NY
Full-time
Hybrid
Mid Level
$80K/yr - $100K/yr
3+ years expNorthwestern Mutual is a company that has been helping families and businesses achieve financial security for over 165 years. They are seeking a Director of Training & Development to educate and develop full-time Financial Advisors, focusing on enhancing their sales skills and implementing effective training strategies.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Mike Stenson
Responsibilities
Design and deliver comprehensive development programs that cover essential sales techniques, product knowledge, and industry best practices
Create a supportive and encouraging environment that boosts morale and fosters a culture of continuous improvement and learning
Assess individual Financial Advisor strengths and areas for improvement to create tailored development plans aimed at enhancing their sales capabilities
Partner with the Development Officer to ensure mastery of training materials, build tailored development recommendations for new Financial Advisors, and support training facilitators with custom plans & evaluations
Design and monitor productivity contests and incentive programs
Host new Financial Advisor training sessions, building mastery of our sales cycle, and preparing Financial Advisors to confidently conduct client meetings on their own
Regularly observe Financial Advisor sales interactions and provide constructive feedback to help refine their approach and improve performance
Train advisors on effective communication techniques to build rapport with clients and address their needs effectively
Encourage continual skill development through workshops, role-playing exercises, and other interactive learning methods
Ensure advisors have access to necessary sales tools, resources, and technologies to streamline their workflows and enhance productivity
Streamline processes & practices, moderate & proactively problem-solve training issues as an overall component of office best practices
Facilitate Financial Planning Academy sessions and other office development programs (client builder, development days, board of reviews, activity coaching) as needed
Conduct growth & culture interviews (third interviews) throughout full time selection processes in both group and one on one settings as needed
Champion continuing education programs and other learning components, communicate to Financial Advisors, support progress, and celebrate achievements
Conduct group activity coaching sessions with Financial Advisors in the first 6 months of the business
Hold new Financial Advisors accountable to Granum level activity
Coach advisors to Pacesetter first 40 and Pacesetter Second 60
Partner with Development Officer to develop initiatives to improve new Financial Advisor production
Qualification
Required
3 – 10 years of experience in Financial Services
2+ years of experience building Financial Sales, Training, and Development programs
Demonstrated experience coaching and developing Financial Advisors to meet sales metrics & goals
Bachelor's Degree, preferably in business or an equivalent combination of education and progressively responsible work experience
Results-driven leader with an energetic, inquisitive personality who embraces disruption and is not afraid to challenge the status-quo
Demonstrated leadership to motivate and hold others accountable
Demonstrated ability to maintain effective working relationships with clients
Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
Experience handling highly sensitive communications
Strong relationship management skills with ability to adapt approach to different people
Strong project management and collaboration skills
Ability to be diplomatic, handle change, pressure, and criticism
Ability to take independent action to make sound decisions
Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
Excellent oral and written communication skills
Ability to proactively identify what needs to be accomplished and act as appropriate
Ability to embrace change and work in a fast-paced environment
Ability to work both independently and in a team
Ability to be flexible and open minded
Preferred
Life, Accident, and Health Insurance licensed preferred
FINRA Licensing: Series 6, 63 preferred
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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