Securian Financial Group, Inc. is a uniquely diversified company that provides a range of financial products and services. Securian provides insurance, investment and retirement products, and services to more than 16 million clients in the United States and Puerto Rico. Since 1880, Securian is committed to providing insurance, investment, and retirement solutions that provide families with the confidence to focus on what’s truly valuable-banking memories with those who matter most.
Banking, Financial Services, and Insurance
Securian Financial Group prides itself on being one of the most trusted names in the insurance sector. It offers an array of insurance products to its customers. Being a competitive market, Insurance and Finance depends greatly on the employee's knowledge, understanding, and awareness of market conditions to pitch their products to prospective customers while at the same time retaining existing clientele.
Considering these parameters, the Learning and Development team at Securian wanted to design a training program that will equip their employees with the necessary skill sets. However, the team discovered that each employee had different levels of skills and hence the training program had to be designed keeping that in mind.
iMocha’s 2500+ ready-to-use skill library provided the much-needed skill measuring scale. Apart from the pre-defined tests, Securian could also create tests on their own. This helped their Learning and Development team to understand the skill level and knowledge of the employees. Securian could now decide which training programs were suited for each employee. A customized training program enabled the employees to develop and enhance their skill sets which helped them to perfectly understand their customer’s requirements and deliver the best services.
Step by step explanation of the workflow:
Securian planned pre-training assessments twice a year. With iMocha’s assessments, Securian has now managed a two-fold training plan:
A detailed analytical report helped Securian understand the skill proficiency of employees and develop a training module. The post-training assessment provided a comprehensive view on how the employees have fared and if the training was effective.
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