Network Training Lead for Financial Advisors

Northwestern Mutual; Indianapolis (IN); On-site; USD 52,000 - 70,000; Full time

Job summary

Northwestern Mutual is seeking a Training Coordinator focused on new advisors and associates. The role coordinates all training programs, educates new financial advisors, and works with leadership to implement development strategies across the business.

You will monitor results, resolve training issues, and help build and retain talent within the company, partnering with office leadership and senior executives to ensure an effective development calendar and programs.

Qualifications

• 2-3 years of financial services industry experience.
• Bachelor’s Degree in adult education or business administration.
• Experience planning and facilitating training programs.
• Works effectively with people at all levels and build strong relationships.
• Effectively manage time to address multiple priorities at various levels.
• Certified Master Trainer designation recommended within first six-to-twelve months.

Responsibilities

• Collaborate with Districts to ensure candidates have completed the training requirements of the contracting process.
• Coordinate the facilitation of: Basics Day, 25 Day FPA Reconnect, Mastery Series, Elite Planning Series, Product Training Series, Network Day Trainings, Keith Wagner Lecture Series.
• Work closely with the Chief Development Officer to create and maintain an annual training calendar for the network and district offices.
• Proactively communicate calendar to leadership, facilitators, and support staff.
• Coordinate speakers and training sessions.
• Champion designations programs through the American College of Financial Services, communicate to financial representatives, support progress, and celebrate achievements.
• Coordinate all investment training put on by the investment training team.
• Participate in any applicable monthly training calls with peers and home office.
• Share best practices and participate in training community for personal development.

Skills

Training coordination

Facilitation

Relationship building

Time management

Training program planning

Education

Bachelor’s Degree in adult education or business administration

Job description

Northwestern Mutual is seeking a Training Coordinator focused on new advisors and associates. The role coordinates all training programs, educates new financial advisors, and works with leadership to implement development strategies across the business.

You will monitor results, resolve training issues, and help build and retain talent within the company, partnering with office leadership and senior executives to ensure an effective development calendar and programs.