Director of Development

Job Description

Job Description

Salary : $60,000 - $90,000 annual salary

Director of Development Job Description

The Director of Development is a key member of the leadership team, responsible for managing the training and development infrastructure for advisors with less than 1 year of experience in the Oregon / Southwest Washington offices. This individual must be knowledgeable about activity, productivity, and career milestone expectations for full-time financial advisors, with the skills needed to influence behavior and achieve results across all categories. The role involves coaching advisors in their first 12 months (with ongoing support thereafter), contributing to retention efforts, and participating in the advisor selection process. The Director of Development will also play a significant role in enterprise goal creation and tracking, adding value in every interaction, and conducting trend analysis. Key duties include leading leadership meetings, engaging with mentors, planning strategically, and reporting on key performance indicators / goals.

Primary Responsibilities

Training & Development

• Oversee training and development initiatives during the candidate selection process.
• 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 the National Training Program (NTP) to organize training schedules and communicate participant readiness, addressing any gaps or issues.
• Coordinate Expert Insight Sessions, facilitating and instructing experts on content delivery.

On-going Training

Activity Coaching / Board of Review

Strategic Planning & Liaison

Joint Work & Mentoring

Qualifications & Skills

Compensation

The Perks

Equal Opportunity Employer

Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to gabriela.garnica@nm.com.