Northwestern Mutual · 3 hours ago
Director of Development
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$90K/yr - $120K/yr
5+ years expNorthwestern Mutual is seeking a Director of Development (DOD) responsible for overseeing the training and development infrastructure for new financial advisors. The DOD will coach new advisors, manage onboarding processes, and ensure effective training delivery while also engaging in strategic planning and mentorship.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Oversee training and development initiatives during the candidate selection process
Own the onboarding process for new advisors including pre-training introductory day and language and market development exercises
Conduct onboarding meetings, monitor licensing status, and create study plans and timelines for insurance and securities exams
Become well-versed in the Culture Index and related coaching technique
Meet and coach new representatives on maintaining activity and effective sales habits with ongoing coaching as needed
Assist in coaching and mentoring college interns, with a focus on conversion-eligible seniors
Train representatives on CRM software usage and ensure accountability for accurate data entry
Partner with Financial Planning Academy (FPA) and Director of Training to organize training schedules and communicate participant readiness, addressing any gaps or issues
Oversee the Extended Learning Program (ELP), including the design of unique training modules tailored to meet organizational goals
Attend, supervise, and facilitate training modules to ensure effective delivery and participant engagement
Facilitate debrief meetings with the leadership team and individual faculty members post-academy to review outcomes and identify areas for improvement
Organize and schedule follow-up training sessions throughout the year to reinforce learning and development
Coordinate and manage the schedules of all leadership team members to effectively support U5 development initiatives
Strategize, manage, and track office expectations (Blueprint for Success), including monitoring activity, production, and commitment for new Financial Representatives (FRs)
Prepare, schedule, and lead Board of Review meetings to assess advisor progress and growth alongside mentors and key leaders
Manage the Board of Review process, ensuring accountability to expectations
Create content for and coordinate weekly in-office development meetings, including but not limited to: Monday Morning Meeting, ELP, Road to MDRT
Send Monday Morning Meeting agenda in advance to leadership and conduct all related preparation, including speaker confirmation, preparation of recognition slides, and running activity report
Prepare end-of-week coaching summary emails to be sent to the leadership team (cc MP/CDO)
Conduct or supervise activity coaching meetings, ensure coaches are trained, and provide development opportunities. Manage weekly Development Team Meetings to review new FRs' progress and identify strengths and areas of opportunity
Prepare end-of-week coaching summary emails for the leadership team and run activity reports, ensuring continuous communication and feedback loops are maintained
Collect and track business data to ensure pacing for individual and collective goals
Connect with the Sales Execution Team (SET) on a weekly basis to monitor the pipeline and implement a production tracker with SET
Partner with the leadership team to monitor advisors’ progress and results; provide recommendations for coaching and mentorship opportunities
Weekly connection and coaching with mentors to align on development strategies
Monitor progress toward and coach advisors to achieve Performance Accelerator Bonus and Performance Pathway Incentives
Maintain the joint work list and oversee its use by new advisors
Manage mentor pairings, ensuring mentors are trained and effectively support new representatives
Qualification
Required
Five – seven years of professional experience, preferably in the sales or financial services industry
Superior meeting facilitation and presentation skills
Experience coaching and providing feedback to peers
Aptitude for addressing issues in a proactive and creative manner, and lead crucial conversations using a results-focused approach
Effective time management to address multiple priorities at multiple levels
Strong analytical skills, detail oriented, and ability to maintain a high degree of confidentiality
Superior written and oral communication skills
Preferred
Bachelor's Degree 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
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase