External Sales And Service Advisor Lead Obr

Firstrand Namibia Limited; Pietermaritzburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services institution in Pietermaritzburg is looking for a dynamic External Sales and Service Advisor Lead. This role involves applying proven sales techniques to meet targets and enhance client relationships. The ideal candidate will possess a relevant FSCA qualification and a track record in sales success. Responsibilities include managing leads, analyzing market trends, and ensuring exceptional client service. This position offers a full-time schedule with opportunities for professional development.

Qualifications

• Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or higher qualification.
• Completed First Level Regulatory Examination.
• Achieve targets for business.
• Maximise Business Portfolio cross-sell opportunities.

Responsibilities

• Apply sales processes to achieve targets and build client relationships.
• Retrieve leads and contact customers to generate sales.
• Source new leads through external channels.
• Sell banking products to achieve sales targets.
• Manage the entire client management process.

Skills

Sales techniques

Client relationship management

Market analysis

Customer engagement

Education

FSCA recognized FAIS relevant NQF Level 5 or higher

First Level Regulatory Examination

Job description

Job Title

External Sales and Service Advisor Lead OBR

Location

Pietermaritzburg

Schedule

Full time

Job Overview

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.

Company Culture

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.

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 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.

Qualifications

• Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or higher qualification.
• Completed First Level Regulatory Examination.
• 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.
• Ability to work in a challenging working environment and innovate.

Additional Requirements

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

Employment Equity

All appointments will be made in line with FirstRand Group's Employment Equity plan.

Disability Inclusion

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.

Application Deadline

End date: October 31, 2025. Applications will not be accepted on or after the closing date. Please submit applications ahead of this date.

Additional Information

We look forward to engaging with you!