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 contentConduct both in-person and virtual training sessionsDrive 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 ImplementationWork 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 productivityCollaborate with the rest of your product team to implement adoption strategies across different marketsChange ManagementDesign and execute change management plans for new product rollouts and major platform updates
Develop communication strategies to effectively convey changes to the adviser networkMonitor and report on the success of change initiativesQuality Assurance and Continuous ImprovementReview outcomes of advice interactions between clients and advisers
Identify areas for improvement in the training and onboarding processProvide feedback to the product team on user experience and feature requests based on adviser insightsPerformance Analysis and ReportingTrack key performance indicators related to adviser adoption and success
Analyze data to identify trends and opportunities for improvementPrepare and present regular reports on adviser adoption, training effectiveness, and overall platform usageRequirements
Bachelor's degree in Finance, Business, or related field; advanced degree or relevant professional certifications (e.g., CFP, CFA) preferredMinimum 7 years of experience in the financial services industry, with at least 3 years as a practicing financial adviserExperience in a sales manager or team lead role within a financial advisory business is requiredStrong understanding of financial products, regulatory requirements, and industry best practicesExcellent presentation and communication skills, with the ability to engage and educate diverse audiencesProven track record in developing and implementing training programs and coaching to improve the performance of advisersExperience with change management methodologies and best practicesProficiency in data analysis and reporting toolsFamiliarity with CRM systems and e-learning platformsStrong problem-solving skills and attention to detailAbility to work effectively in a fast-paced, dynamic environmentWhat We Offer
Opportunity to shape the future of financial advice through technologyCompetitive salary and benefits package, including equityRemote-first work environment with flexible hoursContinuous learning and development opportunitiesCollaborative and innovative company cultureChance to make a significant impact on the financial well-being of individuals across South Africa and beyondMonthly Salary R60k - R70kJoin us in our mission to revolutionize financial advice and empower advisers to deliver exceptional service through cutting-edge technology.
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