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Adviser Success and Adoption Specialist

2 months ago

Johannesburg, South Africa Lifecheq Full time
Adviser Success and Adoption SpecialistAbout 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 democratize access to high-quality, personalized, and holistic financial advice.

Role Overview

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

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


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 Key Account Managers 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


Cross-functional Collaboration


Work closely with Key Account Managers, Customer Support, and Product teams to ensure alignment on adviser success initiatives

Contribute to the development of best practices for adviser engagement and support

Requirements

* Bachelor's degree in Finance, Business, or related field; advanced degree or relevant professional certifications (e.g., CFP, CFA) preferred

* Minimum 5 years of experience in the financial services industry, with at least 2 years as a practicing financial adviser

* Prior experience with the Lifecheq accredited adviser program and financial advice system strongly preferred

* Experience in a sales manager or team lead role within a financial advisory practice 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

* 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 revolutionise financial advice and empower advisers to deliver exceptional service through cutting-edge technology.