ASK: To maintain a competitive edge in the market, it is crucial that all employees are fully equipped to discuss the new retirement products with confidence and accuracy. Ensuring consistent knowledge across the organization will improve customer experiences, drive product adoption, and uphold the company’s reputation as a trusted provider of retirement solutions.

SOLUTION: Create a targeted training initiative focused on the new retirement products, incorporating a combination of interactive learning modules and scenario-based exercises. The program will include video content that demonstrates the features and benefits of the products, aligning with the company's tone and messaging. To reinforce learning, participants will also receive a concise, downloadable reference guide summarizing key product details and usage scenarios.

KPI: The training aims to ensure all employees gain a solid understanding of the new retirement products, as evidenced by increased confidence in product knowledge and improved customer-facing interactions. Completion rates and feedback scores will be monitored to measure engagement and training effectiveness.