Northwestern Mutual · 23 hours ago
Training Manager
New York, NY
Full-time
Onsite
Entry, Mid Level
2+ years expNorthwestern Mutual is a trusted name in financial planning, offering personalized advice and long-term support to help individuals achieve financial clarity. The Training Manager is responsible for educating and developing financial representatives, focusing on their first five years in the business, and implementing training programs to support their growth and development.
FinanceConsultingHuman ResourcesProperty & Casualty InsuranceProfessional ServicesHealth InsuranceAdviceEmployee BenefitsFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Facilitate Financial Planning Academy. Guide candidates through the training requirements, with an emphasis on language preparedness. Help facilitate basic sessions and conceptual learning modules. Help with scheduling of pre & post academy trainings
Work with Recruiting and Contracting Coordinators for onboarding requirements
Work with the Director of Training, Director of Development & CGO to update and implement the annual training calendar for the network office. Proactively communicate calendar to all appropriate parties
Assist as needed in facilitating Weekly Training, Client Builder Study Groups, Network Office Days, as well as other office training programs with outside speakers
Assign and track learning modules through training and first 5 years of FR development program
Serve as an Activity Coach. Meet with FRs in their first 6-12 months in the business to keep them accountable to Granum Level Activity. Partner with leadership and other mentors to monitor individuals’ overall progress and results by monitoring metrics and measurement of productivity goals
Help keep FRs accountable throughout training. Maintaining availability for continued coaching and teaching opportunities during first 12 months of an FRs career & communicating concerns with senior leadership based on observations and interactions
Disseminate continuing education programs and components, communicate to financial representatives, support progress, and celebrate achievements
Qualification
Required
Bachelor's Degree, preferably in adult education or business administration
Two-four years of experience developing and facilitating training programs
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
Preferred
Two-three years of financial services and/or sales industry experience 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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2026-02-06
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