Who We Are
At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security.
Who You Are
The Training Coordinator supports the day-to-day operations of training and development, with an emphasis on first-year financial representatives. This role coordinates learning activities, facilitators, participants, materials, technology, facilities, communications, and follow-up to ensure training programs are organized, consistent, and professionally delivered.
What You'll Do
Licensing & New Financial Representative Readiness
- Assist candidates throughout the licensing process.
- Support completion of Discovering Your Markets and the FastTrack Basics Kit.
- Send Pre-Basics Day communications to new financial representatives.
- Create or customize pre-Sales School checklists and complete related readiness tasks.
FastTrack Basics & Sales School Coordination
- Coordinate FastTrack Basics Day logistics, including room setup, meals, technology, facilitator schedules, and participant and facilitator materials.
- Coordinate FastTrack Sales School logistics, instructor and student materials, faculty assignments, and faculty preparation.
- Attend and oversee all Sales School modules and facilitate select modules as assigned.
- Coordinate homework assignments, homework debriefs, graduation certificates, and graduation celebrations.
- Schedule and support post-program debrief meetings with management and complete follow-up actions.
FastTrack Forward & Network Office Programs
- Coordinate FastTrack Forward logistics, including facilities, technology, faculty preparation, participant invitations, and pre-work distribution.
- Coordinate Network Office Days, including room reservations, setup, meals, technology, presenter scheduling and briefing, materials, invitations, and pre-work.
- Coordinate management debriefs following FastTrack Forward modules and Network Office Days and complete required follow-up tasks.
Recurring Training & Team Support
- Coordinate weekly and monthly Client Builder meetings, including room setup, meals, technology, facilitator coordination, reporting, and meeting materials.
- Maintain training schedules, participant communications, program materials, and logistical checklists.
- Assist the Director of Training, Training Manager, and other training and development leaders as needed.
What You Bring
Performance Expectations
- Deliver accurate, timely, and well-organized logistics for assigned training programs and meetings.
- Ensure facilitators, presenters, and participants receive schedules, materials, pre-work, and communications in advance.
- Maintain complete program checklists, attendance information, reports, and follow-up items.
- Create a consistent and professional participant experience across in-person and technology-enabled learning events.
- Identify logistical risks early, communicate issues promptly, and follow through on corrective actions.
Qualifications
- Associate degree required; bachelor's degree preferred.
- One to two years of office, administrative, training-coordination, event-coordination, or related experience.
- Administrative support experience involving scheduling, logistics, communications, materials preparation, and computer applications.
- Demonstrated organizational, multitasking, prioritization, and time-management skills.
- Ability to maintain a high degree of confidentiality and work effectively with people at all organizational levels.
- Excellent written and verbal communication skills with strong attention to detail and follow-through.
- Proficiency with Microsoft 365, including Outlook, Word, PowerPoint, Excel, and Teams.
Preferred Qualifications
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- Experience in financial services or working knowledge of insurance and investments.
- Experience coordinating onboarding, licensing, training, conferences, meetings, or employee-development programs.
- Experience supporting facilitators, instructors, presenters, or faculty in a learning environment.
- Familiarity with learning-management, registration, reporting, or virtual-meeting platforms.
What We Offer
Benefits
Northwestern Mutual Houston is committed to building a team that loves what they do and creating a work environment that supports long-term career growth. The compensation package includes:
- Comprehensive medical coverage with employer contribution.
- Safe Harbor 401(k) with employer match.
- Annual discretionary bonus opportunity.
- Generous paid time off (PTO) and holiday pay.
- Employer-paid life and disability insurance.
- Dynamic career growth opportunities.
- Employer-sponsored licensing, professional development, and education opportunities.
- Flexible work arrangements, where applicable.
Compensation structure: $55,000 base salary
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