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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 give families the confidence to focus on what’s truly valuable: banking memories with those who matter most.
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.
Insurance and Finance being a competitive market a lot depends on the employee's knowledge,
understanding, awareness of market conditions to pitch their
products to prospective customers and at the same time retain existing clientele as
well.
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 skill sets and hence the training program had to be designed
keeping that in mind.
Interview Mocha’s 1500+ 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 on 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 delivering the best
services.
Securian planned pre-training assessments twice a year. With Interview Mocha’s assessments, Securian has now managed a two-fold training plan -
Identify the core areas where the employee requires skill development
Create and implement a training program that imparts the required skills
The detailed analytical report helped Securian to understand skill proficiency of employees and develop the training module. The post-training assessment provided a comprehensive view on how the employees have fared and if the training was effective.