SEESA EMPLOYEE BENEFITS - FINANCIAL ADVISOR

• Manage allocated group enquiries, complaints, membership changes, and requests via telephone, email, the employer web portal, and the membership department;
• Conduct a minimum of 12 weekly client visits to allocated employer groups;
• Maintain accurate client records, including FICA documentation and Record of Advice (ROA) completion for all client consultations;
• Drive business growth through lead generation, prospecting, onboarding new Health4Me clients, and identifying cross-selling opportunities;
• Conduct client needs analyses and recommend appropriate Momentum and SEB solutions;
• Maintain a comprehensive knowledge of Momentum's products, application processes, and value propositions;
• Complete the required Classes of Business and industry qualification within prescribed regulatory timeframes;
• Ensure compliance with all regulatory and company requirements; and
• Perform any other duties related to SEB's services and the position.

Manage allocated group enquiries, complaints, membership changes, and requests via telephone, email, the employer web portal, and the membership department;

Conduct a minimum of 12 weekly client visits to allocated employer groups;

Maintain accurate client records, including FICA documentation and Record of Advice (ROA) completion for all client consultations;

Drive business growth through lead generation, prospecting, onboarding new Health4Me clients, and identifying cross-selling opportunities;

Conduct client needs analyses and recommend appropriate Momentum and SEB solutions;

Maintain a comprehensive knowledge of Momentum's products, application processes, and value propositions;

Complete the required Classes of Business and industry qualification within prescribed regulatory timeframes;

Ensure compliance with all regulatory and company requirements; and

Perform any other duties related to SEB's services and the position.

A gross monthly salary of R 28 478-00, R 1 000-00 travel allowance and R 800-00 monthly telephone allowance is offered to the successful applicant.

Contact Details: Candice Rodel - 012 810 0903 or Sign in to view email.

Subject Line: Financial Advisor Cape Town

Closing Date: 14 August 2026.