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Manulife

Personal-branding training for insurance managers and agents.

Role
Training Specialist
Duration
2023 - 2024
Services
Training

Overview

Trained and led over 1,000 insurance managers, agents and advisors on personal branding.

Context & challenge

2023 was a tough stretch for the life-insurance market amid unfavorable news, and agents and advisors struggled to reach customers directly. The company's leadership invited me in to train the team on building content on social media, widening their pipeline of potential customers.

What I did

  • Studied the audience in depth (independent agents / recruitment-focused managers / bancassurance advisors).
  • Designed a fitting training model and method.
  • Delivered it in plain, easy-to-practice language.

Results

  • 8 high-quality sessions for over 1,000 participants in Ho Chi Minh City and Hanoi.
  • Over 50% of participants began writing content or filming video after the training, creating a strong ripple effect.