External Sales and Service Advisor Lead OBR

FirstRand; Durban; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading bank in South Africa seeks an External Sales and Service Advisor Lead in Durban. You will drive sales performance by achieving targets and building strong client relationships. Key responsibilities include engaging with clients, managing the sales process, and monitoring market trends. Qualified candidates must hold a relevant NQF Level 5 qualification and complete the First Level Regulatory Exam. Apply now to take the next step in your career and be part of a dynamic team.

Qualifications

• Completed a FSCA-recognized FAIS-relevant NQF Level 5 qualification or higher.
• Completed First Level Regulatory Examination.

Responsibilities

• Achieve sales targets and build client relationships.
• Contact prospective clients to sell banking products.
• Deliver end-to-end client management process.
• Track sales activities to meet targets.

Skills

Sales processes

Customer relationship management

Market analysis

Product knowledge

Client management

Education

FSCA-recognized FAIS-relevant NQF Level 5 qualification

First Level Regulatory Examination

Job description

Overview

Job DescriptionTo 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

Welcome

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.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customers to generate a sale. Source new leads through external contacts and other channels to increase the 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, preparing the proposal to credit, managing internal dependencies, closing the deal and managing post-sales queries when relevant.
• Analyse competitor information and monitor market trends and influences to identify new business opportunities.
• Track, control, and influence sales activities to achieve previously determined sales targets in line with quality, productivity and sales requirements.
• Maintain expert knowledge on specific products, pricing, application procedures, processing, and timelines to drive and achieve relevant sales targets.
• Understand governance, legislation, and audit requirements and comply accordingly.
• Maximise cross-sell opportunities and strengthen client relationships within the portfolio.
• Demonstrate proactive, innovative, and appropriate solutions to deliver exceptional service that exceeds client expectations.
• Be accountable for personal development to increase competencies.

Qualifications

• Completed a FSCA-recognized FAIS-relevant NQF Level 5 qualification or higher.
• Completed First Level Regulatory Examination.

Additional Requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

What We Offer / Apply

Apply now if you are interested in taking the next step. We look forward to engaging with you!

Employment Equity & Disability

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 may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.

Application Timelines

The Closing Date: 28/01/26. Applications submitted after this date may not be considered.