Operations & Training

Project 1

Reduced onboarding time for new advisors by 33% by implementing a streamlined training system using scripts, escalation flows, and FAQs, leading to 100% certification success.

Project Overview

Led the design and delivery of a structured training initiative at TD Insurance for 15 new advisors. Created a comprehensive learning framework including scripts, product walkthroughs, and real-call recordings to ensure faster ramp-up and retention of key compliance processes.

Results

  • Reduced onboarding time by 33%

  • Achieved a 100% pass rate across 6-week training cycles

  • Improved team readiness and call handling quality within the first 10 days

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