Self-Guided Training Needs Analysis

Where are you strong — and where's the growth?

Answer honestly across 9 core competencies of a producing advisor. Takes about 8–10 minutes. At the end you'll get your readiness score, a color-coded breakdown, and a prioritized action plan you can bring straight into coaching with your manager.

Your Full Name Your Email Your Manager

This is an independent development tool for IGSLIA, structured around the core competencies of a producing insurance advisor. It is a self-guided training-needs analysis, not a formal certification or LIMRA instrument. Pair your results with a real coaching conversation with your manager.

Section 1 of 90%

Competency 1 of 9

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Last step — in your own words

Two quick questions

Your manager will read these before your coaching session. Answer honestly — this is what makes the conversation actually useful. Short answers are fine.

If your manager could help you with just ONE thing this month, what would it be? What's getting in your way right now? How confident are you that you'll hit your goal this quarter?

0/100

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Where You Stand

Green = you're strong here · Amber = getting there · Red = work on this first.

Your To-Do List

Start at the top. These are the things holding your sales back the most — fix these first.

Get Your Results

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Manager Dashboard

Submitted assessments across the unit, most recent first.

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