Project Objective

Design an Instructor-Led Training (ILT) module that helped advisors understand and confidently communicate a retirement planning solution. The objective was to simplify complex retirement concepts using storytelling, relatable analogies, and ready-to-use customer conversation starters.

The Challenge

Retirement planning is often perceived as a distant priority, making it difficult for advisors to capture customer interest and explain long-term financial concepts in an engaging way.

The learning experience needed to move beyond product features and help advisors connect emotionally and logically with customers.

My Role

I led the content strategy and development of the ILT module, including:

• Structuring the learning journey
• Writing the storytelling narrative
• Developing relatable analogies
• Creating advisor-ready sales pitches
• Simplifying retirement planning concepts

My Approach

Instead of introducing the product through technical features, I structured the session around familiar life situations and relatable stories.

The learning journey combined:

• Storytelling to create emotional relevance
• Everyday analogies to simplify retirement concepts
• Simple, conversational language
• Customer-ready pitches for advisor conversations
• A logical progression from awareness to product understanding

This approach was designed to improve both learner engagement and message recall.

Deliverables

• Instructor-Led Training (ILT) presentation
• Story-led product explanation
• Creative analogies
• Advisor conversation pitches

Skills Demonstrated

• Content Strategy
• Learning Experience Design
• Instructional Design
• Storytelling
• Copywriting
• Sales Enablement
• Messaging & Positioning
• Presentation Storytelling