Agency Digitalization Readiness Consultant
Core
Prepare the Agency Force for digital tool adoption through structured readiness planning, enablement content development, and field onboarding support.
Role type
Digitalization Readiness Consultant
Builds
User guides, FAQs, training decks, and readiness plans for digital tools
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Readiness planning, instructional design, user documentation, stakeholder coordination, feedback loop management, project tracking
Preferred skills
Digital transformation experience, sales operations knowledge, system evaluation
Technologies
PowerPoint, Excel
Responsibilities
Develop readiness plans for digital tool launches, create user-facing documentation, support train-the-trainer sessions, gather field feedback for product improvements, coordinate with Product Owners and Academy teams
Seniority
Mid-level, hands-on IC
