External Sales and Service Advisor Lead OBR

RMB; Cape Town; On-site; ZAR 446,000 - 781,000; Full time

Job summary

FNB in Cape Town seeks an External Sales and Service Advisor Lead to drive sales by applying established processes, build strong client relationships, and deliver exceptional service across the assigned area.

You will respond to leads, promote banking products, ensure governance compliance, and manage the end-to-end client journey from application to post-sale support. A FAIS NQF Level 5 and First Level Regulatory Examination are required.

Qualifications

• FSCA recognized FAIS NQF Level 5 qualification or higher.
• First Level Regulatory Examination completed.
• Knowledge of governance and regulatory requirements.
• Ability to source leads and close sales.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets.
• Build and sustain strong client relationships through effective engagement and service delivery.
• Deliver end-to-end client management from application to post-sale support.
• Identify new business opportunities and cross-sell to portfolio of clients.
• Maintain knowledge of products, pricing, and application timelines to drive targets.

Skills

Target achievement

Customer relationships

Sales processes

Regulatory knowledge

Education

NQF Level 5 FAIS qualification

First Level Regulatory Examination

Job description

## External Sales and Service Advisor Lead OBRApply: Cape Town: Full time: Posted Today: End Date: October 14, 2026 (6 days left to apply): R53095# **Job Description**To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.**Hello Future External Sales and Service Advisor Lead OBR**Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.**Are you someone who can:**Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.**You will be an ideal candidate if you have:*** Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.* Completed First Level Regulatory Examination**You will have access to:*** Opportunities to network and collaborate.* A challenging working environment* Opportunities to innovate.**You will be a match if you are:*** Achievement of targets for business.* Understand, read, and anticipate the market and clients’ needs to design and deliver innovative, customized value adding solutions to portfolio of clients.* Deliver exceptional service that exceeds clients’ expectations through proactive, innovative, and appropriate solutions.* Maximise Business Portfolio cross sell opportunities and strengthen client relationships. · Maintenance of expert knowledge on specific products, pricing, application procedure, processing, and timelines in order to drive and achieve relevant sales targets.* Understand reasons for and comply with governance in terms of legislation and audit requirements.* Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customer to generate a sale. Source new leads through external contacts and other channels to increase customer base if required.* Contact prospective clients and sell appropriate banking products in order to achieve sales targets.* Deliver the end-to-end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant.* Analyse competitor information gathered and ensured active monitoring of market trends and influences. Identify new business opportunities that impact on the industry.* Track, control, and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements.* Manage own development to increase own competencies.**Additional Requirements:**In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.**Apply now if you are interested in taking the next step. We look forward to engaging with you!**