External Sales and Service Advisor Lead OBR

FNB South Africa; Pretoria; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial institution in Gauteng is seeking an External Sales and Service Advisor Lead. In this role, you will apply sales processes to meet targets and foster client relationships. Ideal candidates hold an NQF Level 5 qualification and have completed the First Level Regulatory Examination. This position offers opportunities for professional networking and development, with a focus on delivering exceptional client service.

Benefits

Opportunities to network

Challenging work environment

Opportunities to innovate

Responsibilities

• Apply sales processes to achieve targets and build relationships.
• Deliver exceptional service through proactive solutions.
• Maximize cross-sell opportunities and strengthen client relationships.
• Manage own development to increase competencies.
• Track and influence sales activities to meet targets.

Skills

Sales processes application

Client relationship building

Market understanding

Exceptional service delivery

Cross-selling

Governance compliance

Lead generation

Competitor analysis

Business development

Self-development

Education

FSCA recognized FAIS relevant NQF Level 5 Qualification

Completed First Level Regulatory Examination

Job description

Job title : External Sales and Service Advisor Lead OBR

Job Location : Gauteng, Pretoria Deadline : August 31, 2025 Quick Recommended Links

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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.

End Date : July 30, 2025

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