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Training Coordinator / Activity Coach Northwestern Mutual - 3.7 Appleton, WI Job Details Full-time $25.87 - $35.00 an hour 1 day ago Benefits Dental insurance 401(k) Employee assistance program Flexible schedule Retirement plan Qualifications Training program Microsoft Outlook Program development Bachelor's degree Professional development training Full Job Description Our Office Environment We live life in alignment with our core values of courage, trust, commitment to excellence, and personal responsibility. Our team lives out our highest calling: to serve others. This position adds to an already functioning development team. Our Network Office staff is made up of approximately 40 team members. Throughout our territory, we have approximately 90 financial representatives. Our team members build relationships through the local office, our Network Office territory, and the Northwestern Mutual system nationwide. Overview The Training Coordinator / Activity Coach is a key member of the Career Development Team, primarily responsible for coordinating and executing consistent, high-quality training experience for new financial representatives. This role owns the organization, communication, scheduling, and follow-through of training initiatives; partners with agency leadership, Contracting & Licensing, and Home Office; and monitors participant progress to identify opportunities for improvement. The position also supports first-year representative development through Activity Compared to Expectations (ACE) coaching, reinforcing productive habits, accountability, and early career momentum. Status

Non-Exempt Primary Responsibilities:

• Own the end-to-end coordination and execution of the Network Office training calendar, ensuring programs are organized, communicated, delivered, and followed up on consistently.
• Partner with Contracting & Licensing to plan, schedule, organize, and deliver the four-week onboarding check-in and Impact Day for full-time training participants.
• Coordinate New Training Program (NTP) classes throughout the year, maintaining accurate class rosters, participant listings, training schedules, and attendance records.
• Partner with the Director of Development and Home Office to support NTP strategy, implement program updates, and align local training execution with development priorities.
• Serve as the primary owner of training logistics, including room reservations, calendar invitations, materials, technology readiness, presenter coordination, and participant communications.
• Prepare and support facilitators and Expert Insights speakers by confirming expectations, agendas, materials, and logistical details in advance of each session.
• Develop and maintain a clear training communication plan, including timely reminders, schedule changes, participant instructions, and follow-up information.
• Partner with relevant team members to maintain accurate agency training distribution lists in Outlook.
• Participate in Home Office LL Drop-In sessions; summarize relevant updates, recommendations, and action items for the Career Development Team monthly.
• Track training participation, completion, and key development milestones; provide monthly reporting on post-FPA learning and progress toward Trailblazer Academy.
• Identify gaps in training processes, solicit feedback from participants and leaders, and recommend improvements that strengthen consistency, engagement, and the overall learning experience.
• Collaborate with the Career Development Team and agency leadership to anticipate upcoming training needs, resolve scheduling conflicts, and ensure timely execution of development initiatives. Secondary Responsibilities - Activity Coach (ACE)
• Activity Compared to Expectations (ACE) is a first-year accountability and coaching program designed to build effective activity habits, reinforce professional and production expectations, and help new financial representatives gain early momentum.
• Conduct individual ACE meetings with each full-time financial representative during the first year: 20 minutes two times per week.
• Maintain accurate ACE records for each new representative and document progress, commitments, and follow-up actions.
• Coach representatives toward consistent high activity, effective sales habits, and achievement of individual development expectations.
• Hold representatives accountable for accurate CRM activity entry and verbally confirm completed joint work.
• Encourage morale, momentum, and progress toward 20 new clients in the first six months and 48+ new clients in the first year.
• Facilitate or present portions of the formal training program as needed.
• Participate in the Board of Review process, offering relevant observations and attending meetings.
• Communicate ACE results and concerns to leadership weekly and collaborate with other development team members as needed.
• Attend and participate in Network Office new advisor monthly client builder meetings. Qualifications
• Demonstrated ability to coordinate multiple training programs, manage detailed schedules, and deliver anorganized participant experience.
• Strong planning, project coordination, written communication, and follow-through skills, with careful attention to accuracy and deadlines.
• Ability to work collaboratively with leaders, presenters, Home Office partners, and financial representatives.
• Comfort with Outlook, CRM systems, tracking reports, and common office productivity tools.
• Ability to facilitate training and coach others with an effective balance of challenge and support.
• High credibility, sound judgment, confidentiality, and an ability to build trusting working relationships.
• Adaptability in a changing environment and the ability to prioritize competing responsibilities.

Education Bachelor's degree from an accredited college or university is required. Schedule and Work Location Monday thru Friday (8:00 a.m.- 5:00 p.m.) In person, with the opportunity to flex schedule Travel would be limited Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity The world's most talented professionals come from every background. Northwestern Mutual cultivates a diverse workforce and inclusive workplace to enhance the depth, innovation, and quality of the services we offer. Northwestern Mutual is an equal employment opportunity employer and provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. Northwestern Mutual will provide reasonable accommodation for qualified individuals with disabilities. All qualified candidates are encouraged to apply.

Pay:

$25.87 - $35.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) Dental insurance Employee assistance program Flexible schedule Retirement plan

Work Location:

In person