Job Description

ARE YOU PASSIONATE ABOUT DEVELOPING TALENT, DRIVING PERFORMANCE, AND HELPING OTHERS BUILD SUCCESSFUL, MEANINGFUL CAREERS?

Northwestern Mutual - North Carolina is seeking a dynamic and influential Development Coach to lead the development and growth of our newest financial representatives. This role is ideal for someone who thrives on coaching, facilitating learning, building accountability, and helping individuals reach their full potential.

As a Development Coach, you'll play a critical role in shaping the future of our advisor force by implementing impactful training programs, facilitating development initiatives, and partnering with leadership to create a culture of growth, excellence, and continuous learning.

WHY NORTHWESTERN MUTUAL?

At Northwestern Mutual, we believe that our success begins with investing in our people. For more than 165 years, we've been helping clients achieve financial security while creating opportunities for our advisors and employees to grow rewarding careers.

At Northwestern Mutual - North Carolina, you'll join a high-performing, collaborative team that values:

• Professional growth and continuous learning
• Coaching and mentorship
• Integrity and accountability
• Innovation and excellence
• Meaningful relationships
• Celebrating individual and team success

We are committed to creating an environment where talent is developed, leaders are cultivated, and every team member has the opportunity to make a lasting impact.

POSITION SUMMARY

The Development Coach is responsible for managing the development process for new financial representatives, partnering closely with Network Office leadership to implement training strategies, coaching programs, and development initiatives that drive advisor growth and business results.

This individual serves as a trusted coach, facilitator, and strategic partner, helping financial representatives establish strong business practices, achieve performance goals, and build successful careers.

KEY RESPONSIBILITIES

Coaching & Development

• Implement activity coaching through Northwestern Mutual's Blueprint for Success program.
• Establish performance expectations and accountability standards for new financial representatives.
• Monitor representative activity metrics and facilitate regular coaching conversations focused on growth and performance.
• Chair weekly Development Team meetings to review advisor progress, identify strengths, and address development opportunities.
• Coordinate and manage the Board of Review process, evaluating performance and ensuring accountability expectations are met.

Training & Facilitation

• Design, develop, and deliver engaging training modules with customized content and year-round follow-up.
• Lead impactful workshops, development sessions, and learning experiences for financial representatives at various career stages.
• Oversee the annual learning calendar, including scheduling, program coordination, and speaker engagement for training events, Network Days, and Client Builder programs.
• Lead debrief sessions with leadership, faculty, and presenters to capture key insights, lessons learned, and actionable next steps.

Program Management

• Drive Client Builder initiatives by establishing program structure, assigning facilitators, and managing workshop execution.
• Partner with office leadership to implement development strategies that align with organizational goals and advisor success.
• Manage joint work and mentoring programs, including mentor training, pairing coordination, progress tracking, and leadership reporting.
• Evaluate program effectiveness and recommend enhancements to maximize representative development and business outcomes.

QUALIFICATIONS

• Bachelor's Degree or equivalent professional experience.
• Financial services industry experience preferred.
• Proven experience coaching, mentoring, or developing professionals.
• Exceptional facilitation, training, and presentation skills.
• Ability to deliver candid, constructive feedback while building trusted relationships.
• Strong communication skills, both written and verbal.
• Excellent organizational and time-management abilities with the capacity to manage multiple priorities simultaneously.
• Strong analytical and problem-solving skills with keen attention to detail.
• High degree of professionalism, discretion, and confidentiality.
• Demonstrated ability to proactively address challenges and lead difficult conversations with a solutions-focused approach.
• Commitment to ongoing professional growth through licensing, designations, training, and continuing education.

WHAT MAKES THIS OPPORTUNITY UNIQUE?

Make a Meaningful Impact

The work you do directly influences the success of financial representatives and the clients they serve. You'll help people build careers, gain confidence, and achieve goals they never thought possible.

Be a Strategic Partner to Leadership

You'll have a seat at the table, collaborating with firm leadership to shape development strategies and drive organizational growth.

Grow Your Own Career

At Northwestern Mutual, we invest heavily in professional development. You'll have opportunities to expand your skills, increase your influence, and continue building your own leadership capabilities.

Join a Winning Culture

Our firm is committed to creating a supportive, high-performance environment where people challenge one another, celebrate wins, and genuinely care about each other's success.

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