Global Atlantic Improves Sales Training Efficiency with Mobile Video Coaching Global Atlantic Financial Group, a U.S.-focused life and annuity company, totally revamped their sales process at the end of 2016 to support a fundamental shift in company strategy. Instead of multiple teams of wholesalers each selling a subset of the annuity suite, the company set out to consolidate three sales forces and cross-train everyone on all products. Wholesalers could then partner with financial advisors to help determine the right retirement strategy for the client along with appropriate products from across the entire platform to fulfill it. However, with a geographically dispersed field force, relying solely on in-person training wasn’t a viable option. The Challenge Late in 2016, Jason Bic

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