She's Chief Learning Officer of Big Financial Corp.
BFC is a financial services provider.
New agents typically come in knowing very little about selling financial services. Their agents need personalized training to prepare them for their certification exams as well as specific training on everything from office compliance topics to executing BFC's unique consultative selling process.
Their growth is completely related to recruiting, training and certifying new agents, and they need a more efficient process.
Using the OttoLearn microlearning platform, Manal builds out a multi-level training strategy.
Even before an agent is hired, they are asked to achieve mastery on an initial “Orientation to Financial Services” module, which is essentially an aptitude test. Candidates that successfully reach mastery automatically start receiving exam prep training.
As candidates complete their Otto training they can see their mastery increase over time, and especially love the “predicted mastery date”. This tells them when they’ll be ready to write their exams. Not only do they know when they will complete training, they also enjoy the gamified-training components.
Manal, meanwhile, receives great visibility over her pipeline of potential agents. Otto statistics tells her that on average, 20% of candidates drop out at the orientation level and 30% do not complete the exam prep training.
However, she sees an astounding 95% success rate of candidates who complete the training! Due to the spaced repetition features, learners are more engaged and forgetting less as they complete their personalized training. They continue to be motivated to improve their knowledge retention due to the effectiveness.
Because of Otto, Manal has a larger pool of qualified and certified candidates to work with!