Adviser Champion

About LifeCheq

LifeCheq is a pioneering fintech company based in South Africa, leading the revolution in personal finance with our holistic approach and advanced advice platform. We cater to the mass affluent market, boasting the fastest-growing and one of the largest financial advice platforms in the sector. Our mission is to democratise access to high-quality, personalized, and holistic financial advice.

Role Overview

As an Adviser Champion, you will play a crucial role in driving the successful adoption and utilisation of LifeCheq's platform across our network of financial advisers. This position sits at the intersection of domain expertise as an adviser, customer success, training, and change management, with a specific focus on empowering advisers to leverage our platform effectively.

The successful candidate will have past experience in the retail financial advice world, as a sales manager or more senior role, with a successful track record in coaching and developing advisers. You will have a deep understanding of the adviser mindset and the challenges financial advisers face and be effective in engaging them to be successful.

You will work closely with colleagues as a member of cross-functional teams led by a product manager, with engineers, designers, key account managers, customer support, to ensure alignment on adviser success initiatives. You will be a team player who works well collaboratively and is very comfortable learning new tools and technology. You will also be comfortable working with our distribution partners and integrating into their workflow and operations.

Key Responsibilities

Adviser Training and Education

• Develop and deliver comprehensive training programs for advisers on the LifeCheq platform
• Create engaging and effective training materials, including documentation, videos, and interactive content
• Conduct both in-person and virtual training sessions
• Drive interventions to help improve adviser performance in specific areas, such as prospecting and sales, holistic advice process, holistic client servicing and activity planning, leveraging the features in our platform as well as well-crafted training materials.

Adoption Strategy and Implementation

• Work closely with the product team to develop adoption strategies for new features and advice flows
• Identify barriers to adoption and propose targeted interventions to increase adviser productivity
• Collaborate with the rest of your product team to implement adoption strategies across different markets

Change Management

• Design and execute change management plans for new product rollouts and major platform updates
• Develop communication strategies to effectively convey changes to the adviser network
• Monitor and report on the success of change initiatives

Quality Assurance and Continuous Improvement

• Review outcomes of advice interactions between clients and advisers
• Identify areas for improvement in the training and onboarding process
• Provide feedback to the product team on user experience and feature requests based on adviser insights

Performance Analysis and Reporting

• Track key performance indicators related to adviser adoption and success
• Analyze data to identify trends and opportunities for improvement
• Prepare and present regular reports on adviser adoption, training effectiveness, and overall platform usage

Requirements

• Bachelor's degree in Finance, Business, or related field; advanced degree or relevant professional certifications (e.g., CFP, CFA) preferred
• Minimum 7 years of experience in the financial services industry, with at least 3 years as a practicing financial adviser
• Experience in a sales manager or team lead role within a financial advisory business is required
• Strong understanding of financial products, regulatory requirements, and industry best practices
• Excellent presentation and communication skills, with the ability to engage and educate diverse audiences
• Proven track record in developing and implementing training programs and coaching to improve the performance of advisers
• Experience with change management methodologies and best practices
• Proficiency in data analysis and reporting tools
• Familiarity with CRM systems and e-learning platforms
• Strong problem-solving skills and attention to detail
• Ability to work effectively in a fast-paced, dynamic environment

What We Offer

• Opportunity to shape the future of financial advice through technology
• Competitive salary and benefits package, including equity
• Remote-first work environment with flexible hours
• Continuous learning and development opportunities
• Collaborative and innovative company culture
• Chance to make a significant impact on the financial well-being of individuals across South Africa and beyond

Join us in our mission to revolutionize financial advice and empower advisers to deliver exceptional service through cutting-edge technology.