External Sales and Service Advisor Lead OBR

FNB South Africa; KwaZulu-Natal; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution in KwaZulu-Natal is looking for a dedicated sales professional to meet sales targets, build strong client relationships, and deliver exceptional service. Candidates must possess a relevant NQF Level 5 qualification and have completed the First Level Regulatory Examination. The role involves applying effective sales techniques and managing client engagements to exceed expectations. Join a team that values innovation and offers a challenging working environment.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

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

Responsibilities

• Apply appropriate sales processes to achieve targets.
• Understand and anticipate market and client needs.
• Deliver exceptional service exceeding client expectations.
• Maximise cross-sell opportunities and strengthen relationships.
• Maintain expert knowledge on products and processes.
• Retrieve leads and generate sales through contacts.
• Deliver end-to-end client management processes.
• Analyse competitor information and monitor market trends.
• Track and control sales activities to meet targets.
• Manage own development to increase competencies.

Skills

Sales techniques

Client relationship management

Market analysis

Education

FAIS recognized NQF Level 5 Qualification

First Level Regulatory Examination

Job description

Job Summary

To effectively apply established sales techniques within the assigned area to meet sales targets, strengthen client relationships, and contribute to team success through consistent performance and customer engagement.

Key Responsibilities

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

Ideal Candidate

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

Benefits

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

Responsibilities & Qualifications

• 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.

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

Applications will close on 30/01/2026.