Samsung Life launches AI training program for financial consultants

Samsung Life said Thursday it has begun operating a formal AI capability training program for financial consultants (FCs) in its sales divisions, effective this month.

The move comes as generative AI reshapes the insurance sales landscape. More customers now research coverage options on their own before seeking consultations, and Samsung Life believes AI proficiency will increasingly determine a consultant's competitive edge. The insurer earlier this year revamped its consultant training system to emphasize practical skills and has now added AI capabilities that can be applied directly in the field.

The curriculum is structured in five stages: AI mindset, understanding AI tools and ethics, use of in-house AI tools, use of external AI tools, and an advanced field-application course. The program guides consultants through a step-by-step learning path — from foundational AI literacy and tool proficiency to hands-on application in real sales situations.

In the in-house AI tools stage, consultants practice using internal tools including the company's AI search function, "AI Search." The external AI tools stage covers how to use generative AI by function. The advanced field-application course is reserved for consultants who have completed all preceding stages and will be run by topic to deepen on-the-ground expertise.

Training will be delivered through a combination of online and offline formats. Consultants will first build foundational skills through online courses that can be taken anywhere, then continue with hands-on and advanced learning through regional field sessions and in-person training at the company's education center. Samsung Life plans to designate the program as a mandatory component of the structured training curriculum for rookie consultants starting next year.

"AI is a tool that can simultaneously improve consultation quality and work productivity," a Samsung Life official said. "Through this training program, we will strengthen the capabilities of individual consultants and provide customers with a differentiated consulting experience."

Meanwhile, Samsung Life earlier this year undertook a broader overhaul of its consultant training system as part of its core sales strategy of building a sound and stable organization.