Training & Development Coordinator at Northwestern Mutual

ABOUT US

Northwestern Mutual Eastern Pennsylvania in King of Prussia is a Network Office. Our mission statement, Enriching Lives, Impacting Communities, Building Legacies is embedded in everything we do to support our growing organization and our community. Our team of fun & dedicated individuals is looking for someone to join our planning team, to assist financial advisors in delivering financial security to their clients through a comprehensive planning process that integrates risk and investment products. Associates help advisors increase productivity by providing planning and integrated operations support. This role is best suited for a pro-active, team-oriented individual who can work independently and thrives on achieving and helping others achieve their goals.

All employment decisions are based on merit, performance, and business needs. We are better able to grow and learn together with a diverse team of employees and we welcome the unique contributions you can bring in terms of education, opinions, culture, ethnicity, race, gender identity and expression, nation of origin, age, language, color, religion, disability, sexual orientation, and beliefs.

At Northwestern Mutual – King of Prussia, we believe in building a team who loves what they do. We strive to create a work environment that supports long-term career growth. Accordingly, we provide a rewarding compensation package that includes:

• Competitive base salary commensurate with experience

• Incentive/bonus opportunities for performance

• Medical, dental and vision benefits

• Life insurance and 401K option

• Employer-sponsored licensing, professional development, and education opportunities

• Paid time off and holiday pay

OVERALL FUNCTION

The responsibility of the Training and Development Coordinator is to assist in the day-to-day operations of training & development. This involves the coordination of all activities and logistics regarding the onboarding of new representatives, National Training Program (NTP) & ongoing education, with an emphasis on representatives in their first two years with Northwestern Mutual. This role takes responsibility for the coordination as well as partnering on the ongoing evolution and strategy with development systems and processes, as well as training.

GENERAL RESPONSIBILITIES

• Ensures financial representative candidates heading into NTP are fully prepared and drives a consistent experience with field mentors. Manages and helps execute on pre-NTP checklists or other tools to keep both mentors and new candidates organized and on task prior to the start of training.

• Coordinates all logistics for new representative and staff training events including room set-up, creating reports, meals, technology, scheduling of facilitators, and preparation of all materials for facilitators. Invites representatives and distributes pre-work.

JOB DESCRIPTION

• Gathers feedback on training and coordinates debrief meetings with management and facilitators.

• Strives to streamline processes and practices, moderates and proactively problem-solves training issues as an overall component of office best practices.

• Supports faculty members including training and selection of facilitators, facilitator development plans and evaluation assessments.

• Manages NM Learn system and course assignment tracts, ensures regulatory and legal compliance, and demonstrates current instructional practices and emerging technologies.

• Schedules reminders for completion of 30 – 90 – 180-day scorecards.

• Participates in monthly Director of Training (DOT) calls with peers and home office.

• Shares best practices and participates in DOT community for personal development.

• Additional tasks & responsibilities as requested by leadership.

QUALIFICATIONS

• Bachelor’s degree in business or adult learning preferred.

• Administrative support experience including scheduling, logistics, and computer skills.

• Demonstrated organizational skills, multitasking abilities, and time management skills.

• Excellent oral and written communication skills.

• Ability to work effectively & professionally with people at all levels & maintain confidentiality.

• Experience in financial services industry or knowledge of insurance and investments beneficial.