External Sales and Service Advisor Lead OBR

FNB South Africa; Estcourt; On-site; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

Networking opportunities

Challenging environment

Innovation opportunities

Job summary

FNB South Africa is seeking an External Sales and Service Advisor Lead to drive sales performance within an assigned area by applying established processes, building strong client relationships, and delivering exceptional service.

You will manage end-to-end client engagement, targeting, cross-selling, and governance in a compliant banking environment, leveraging collaboration opportunities and a dynamic team culture at FNB South Africa.

Qualifications

• FSCA FAIS NQF 5 qualification is required.
• First Level Regulatory Examination completed is required.
• Understanding of financial products and regulatory environment.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Deliver end-to-end client management: engagement, proposals, credit process, and post-sales support.
• Identify and capitalise on new business opportunities by monitoring market trends and competitors.
• Track sales activities to meet targets while ensuring quality and compliance with governance and audit requirements.
• Source qualified leads and convert opportunities to sales, expanding the client base.

Skills

Sales processes

Client relationships

Market needs analysis

Cross-selling

Education

FSCA FAIS NQF 5

First Level Regulatory Examination

Job description

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.

Closing Date

04/11/26

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. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.