External Sales and Service Advisor Lead OBR

FNB South Africa; Durban; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A leading banking institution in Durban is seeking an External Sales and Service Advisor Lead to apply sales processes and build strong client relationships. The ideal candidate will have an FSCA recognized FAIS qualification and will excel in achieving sales targets while delivering exceptional service. This role offers a dynamic working environment with opportunities for personal and professional growth.

Benefits

Opportunities to network and collaborate

Challenging working environment

Innovative opportunities

Qualifications

• Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification.
• Completed First Level Regulatory Examination.

Responsibilities

• Apply appropriate sales processes to achieve targets.
• Design and deliver innovative, customized solutions.
• Track and influence sales activities to meet targets.
• Manage client onboarding and engagement processes.

Skills

Sales process application

Client relationship building

Market anticipation

Exceptional service delivery

Education

FSCA recognized FAIS relevant NQF Level 5 Qualification

Job description

Job Description

To apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.

Hello Future External Sales and Service Advisor Lead

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.
• Maintain 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 ensure 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!

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose.

Job Details

Note that applications will not be accepted after 22/08/25. Please submit your application before this date.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information voluntarily. The Bank will keep this information confidential unless required by law to disclose.