External Sales And Service Advisor Lead Obr

Fnb South Africa; Pietermaritzburg; On-site; ZAR 360,000 - 600,000; Full time

Job summary

FNB South Africa seeks an External Sales and Service Advisor Lead to drive sales within the assigned area, applying established processes and delivering exceptional service to clients in Pietermaritzburg.

You will engage with clients to meet needs, build relationships, and achieve targets while complying with FAIS/NCA governance standards. The role requires relevant regulatory qualifications and a proactive, client-focused mindset.

Qualifications

• Completed FAIS NQF Level 5 qualification or higher.
• Completed First Level Regulatory Examination.
• Experience in implementing sales processes within financial services is preferred.

Responsibilities

• Apply established sales processes within area of responsibility to achieve targets.
• Build and sustain strong client relationships through effective engagement and service delivery.
• Deliver end-to-end client management, including the application and onboarding process.
• Maximise cross-sell opportunities within client portfolios.
• Monitor market trends and keep governance and compliance in mind during sales activities.

Skills

Sales targets

Client relationships

Service delivery

Cross-selling

Market needs analysis

Education

FSCA FAIS NQF Level 5 qualification

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.

Important Closing Date Note

12/11/26

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.