External Sales and Service Advisor Lead OBR

FirstRand; Johannesburg; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial institution located in Johannesburg seeks a Sales Performance Specialist to achieve individual sales targets and foster strong customer relationships. The ideal candidate holds an FSCA recognized qualification and has experience in sales processes. Responsibilities include delivering exceptional service and innovative solutions, maximizing cross-sell opportunities, and complying with legislation. This role offers a challenging working environment and opportunities for professional growth.

Benefits

Networking opportunities

Challenging working environment

Opportunities to innovate

Qualifications

• Must have a recognized qualification as per FSCA standards.
• Completed First Level Regulatory Examination required.

Responsibilities

• Drive sales performance to achieve individual and team targets.
• Build and sustain strong customer relationships.
• Deliver exceptional service and innovative solutions.
• Maximise portfolio cross-sell opportunities.

Skills

Sales processes

Client relationship building

Market analysis

Service delivery

Education

FSCA recognized FAIS relevant NQF Level 5 qualification or higher

First Level Regulatory Examination

Job description

To drive sales performance by applying established processes to அachieve 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.

সফলFNB, 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 the area of responsibility to achieve sales targets and build client relationships?

Ideal Candidate

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

Access & Opportunities

• Opportunities to network and collaborate.
• A challenging working environment.
• Opportunities to innovate.

Key Responsibilities & Desired Attributes

• Achievement of targets for business.
• Understand rapporte, read, and anticipate the market and clients’ needs to design klas in, and to deliver innovative, customized value‑adding solutions for the 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 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 customers to generate a sale.
• Source new leads through external contactsэтхэг, channels to increase customer base if required.
• Contact prospective clients and sell appropriate banking products to achieve sales targets.
• Deliver the end‑to‑end client management process through continuous engagement.
• Analyse competitor information and monitor market trends and influences.
• Track, control, and influence sales activities to achieve predetermined 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.

Job Details

Take note that applications will not be accepted on the date 22/01/26 and onwards; kindly submit applications ahead of the closing date indicated below.

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. 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.