LÊ THỊ KIM CHI
Master Trainer, Strategic L&D Partner
Insurance · Bancassurance · Learning & Development · Sales Force Development · Leadership Development · HNW
I am a Learning and Development expert with more than 10 years of experience across life insurance, bancassurance, sales-force development, leadership development, capability assessment and high-net-worth advisory training.
My experience combines practical insurance knowledge, learning-design expertise, professional facilitation and cross-functional project execution.
- Professional Role
- Learning & Capability Development Expert
- Organization
- AIA Vietnam
- Location
- Hanoi, Vietnam
- Industry
- Life Insurance | Bancassurance
A combination of business understanding, learning expertise and execution capability.
Real experience in insurance operations, sales training, bancassurance and HNW advisory capability.
Needs analysis, program design, facilitation, coaching, assessment and learning evaluation.
Design strategic programs, collaborate with stakeholders and take learning solutions from analysis to practical delivery.
From frontline operations to strategic capability development.
- Jun 2022 – PresentAIA Vietnam Life Insurance Company LtdCurrent
Master Trainer & Strategic L&D Expert — Bancassurance
- Serve as Master Trainer across capability development programs.
- Contribute to the design and implementation of strategic capability-building initiatives.
- Partner with the bank counterpart to analyze needs and build learning solutions.
- Contribute to the development of capability assessment programs.
- Design and directly deliver sales-force development programs.
- Develop training content for managers and Regional Heads.
- Design specialized programs for Private Banking and HNW segments.
- Build branch coaching tools and joint fieldwork routines for sales teams.
- Track feedback, training data and related indicators to propose improvements.
AIA × FIDT Wealth AcademySkill Assessment ProgramLeadership & Sales DevelopmentPrivate Banking and HNW CapabilityBranch Coaching and Joint Fieldwork - Feb 2017 – May 2022Aviva Vietnam Life Insurance Company Ltd
Bancassurance Trainer
- Trained and motivated the bancassurance sales force.
- Delivered training directly to bank staff and sales teams.
- Researched and designed training materials.
- Identified learning solutions from feedback, observation and business results.
- Prepared training completion reports.
- Ensured programs met regulatory and company standards.
- Aug 2013 – Feb 2017Manulife Vietnam Life Insurance Company Ltd
Local Sales Representative — Micro-Insurance Department
- Managed member status across the assigned area.
- Tracked and collected premiums.
- Supported claim intake and payout processes.
- Worked with local Women's Union representatives.
- Supported customers in reinstating lapsed policies.
- Updated stakeholders on micro-insurance implementation.
- Aug 2012 – Aug 2013AITC International Training & Consultancy
Teaching Assistant & Admin Staff
- Supported trainers and supervised classroom activities.
- Supported learners throughout the program.
- Prepared training materials and classroom logistics.
- Supported contracts, client admin and reporting.
- Managed website content and admin activities.
How I contribute as an L&D expert.
Analyze business priorities and capability needs to propose fit-for-purpose learning solutions.
Design learning journeys, content, activities, materials and assessment tools with real application in mind.
Work with bank partners, sales teams, subject-matter experts and cross-functional teams to implement learning solutions.
Directly create professional, practical learning experiences and help learners apply knowledge at work.
Capabilities developed through real programs.
Learning & Development
- Training needs analysis
- Program design
- Learning journey design
- Facilitation
- Coaching
- Competency assessment
- Learning evaluation
- Training material development
Business & Capability Development
- Strategic L&D thinking
- Stakeholder collaboration
- Leadership development programs
- Sales force development
- Performance improvement
- Bancassurance knowledge
- HNW advisory capability
- Project coordination
- Learning solution implementation
Communication & Execution
- Presentation skills
- External relations
- Workshop facilitation
- Cross-functional collaboration
- Creative problem solving
- Planning and execution
- Independent and team work
Programs and initiatives that reflect my professional scope.
- 01Collaborated with external experts to develop a financial planning program.
- 02Designed an assessment system for Sales Managers and bank staff.
- 03Developed leadership development and sales capability programs.
- 04Delivered specialized HNW and financial advisory training.
- 05Built branch coaching frameworks and joint fieldwork routines.
- 06Used feedback and training data to propose continuous improvements.
Formal training and certifications.
- Vietnamese — Native
- English — Intermediate
- Certified Financial Planner — Level 1
- Vietnam Financial Advisory Association
- LOMA 281
- LOMA 291
- LOMA 302
Professional qualities I bring to every team.
- Accountable
- Trustworthy
- Hard-working
- Eager to learn
- Creative and adaptable problem-solving
Looking for an L&D expert who can connect learning strategy with practical business execution?
I am open to meaningful conversations about Learning and Development, sales-force capability, leadership development and high-net-worth advisory training opportunities.