Senior Associate, Productivity and Capability Development
Core
Develop product and training materials, coordinate workshops and roadshows, and manage channel communications for Agency and Broker channels to support sales and client engagement.
Role type
Senior Associate, Productivity and Capability Development
Builds
Sales flyers, presentation decks, training videos, promotional messages, event logistics, and user guides for financial products.
Domain
Insurance and Financial Services
Deliverable
product features | dashboards & analysis
Required skills
Cross-functional coordination, event logistics management, content creation and review, user acceptance testing, stakeholder liaison, compliance adherence
Preferred skills
Design and video-editing tools, digital-content creation
Technologies
Microsoft PowerPoint, Word, Excel
Responsibilities
Coordinate workshops, roadshows, and client seminars; prepare and review promotional and training materials; manage event logistics and vendor coordination; support user acceptance testing of sales tools; execute new product launch communications
Seniority
Mid-Senior, hands-on IC