Natasha Iurieva

Experience

• 

  Northwestern Mutual

  Feb 2011 - Aug 2022

  • Managed a team responsible for executing Onboarding, Training, Development, andadministrative tasks for Financial Representatives Under 5-years• Created and maintained an annual training calendar for the Firm Executives and districtoffices• Proactively communicated calendar to leadership, facilitators, and support staff• Streamlined processes and practices, moderate and proactivelyproblem-solve training issues as an overall component of office best practices• Champions continuing education programs and other learning components,communicate to financial representatives, support progress, and celebrateachievements• Responsible for creating and implementing development programs and infrastructureto better serve and accelerate the growth of the firm’s advisors.• Partnered with leadership to design and monitor productivity contests and incentiveprograms as it relates to learning• Activity coaching – one-on-one and group settings• Revenue Tracking / Business Efficiency Coaching• Assists in creating yearly business and revenue plans and facilitate accountabilitymeetingsOne-on-One coaching meetings with new Financial Representatives• Provided development training to new Financial Representatives• Assisted Financial Advisors with opening investment accounts• Managed a team that provides administrative support to new representatives• Daily client and home office interactions• Running Personal Planning Analysis Plans for clients• Worked closely with leadership team to provide reports and feedback on newrepresentative’s learning and engagement process Show less • Conduct weekly one-on-one meetings with all Financial Representatives supported• Helping new representatives maintain focus on high activity and effective sales habits• Building and maintaining high morale and positive energy/momentum towards production goals• Communicating activity results weekly to leadership team • Prepare and manage client communications• Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office• Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative• Collect and input client meeting notes• Maintain compliant electronic client files, complaint files and check and order logs• Manage underwriting process • Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests Show less

  • Director Of Development

    Jan 2018 - Aug 2022

  • Business Coach/Planning Team Lead

    Jan 2013 - Jan 2018

  • Financial Representative

    Feb 2011 - Jan 2013
• 

  Empire Growth Partners

  Aug 2023 - Feb 2024

  Growth Advisor
• 

  Northwestern Mutual

  Feb 2024 - now

  Director of Development