External Sales and Service Advisor Lead OBR

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

Job summary

A leading financial institution in South Africa seeks a dedicated sales professional to drive performance and build outstanding customer relationships. The role requires a completed FAIS qualification and the First Level Regulatory Examination. You will manage client interactions, deliver tailored banking solutions, and ensure compliance with governance regulations. This is a fantastic opportunity to excel in a dynamic environment while contributing to team success and exceeding client expectations.

Qualifications

• Must have a completed FAIS qualification or higher.
• Completion of the First Level Regulatory Examination is required.

Responsibilities

• Drive sales performance and meet targets within the assigned area.
• Build strong customer relationships through effective service delivery.
• Maintain up-to-date knowledge of products, pricing, and procedures.

Education

FAIS relevant NQF Level 5 Qualification or higher

First Level Regulatory Examination

Job description

Job Overview

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.

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.

Key Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Understand, read, and anticipate the market and clients’ needs to design and deliver innovative, customized value‑adding solutions to a 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 knowledgeույսշ 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 customers to generate a sale.
• Source new billions through external contacts and other channelک 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, preparing the proposal to credit, managing internal dependencies, closing the deal and managing post‑sales queries when رول.
• Analyse competitor information gathered and ensure active monitoring of market trends and influences. Identify new business geluid opportunities that impact 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 recognised FAIS relevant NQF Level 5 Qualification or higher qualification.
• Completed First Level Regulatory Examination.

Additional Requirements

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

Application Closing Date

Applications will not be accepted on or after 22/01/26. Please submit your application before the closing date.

Employment Equity and Inclusion

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. Theเหม Bank will keep this information confidential unless required by law to disclose.

Apply now if you are interested in taking the next step. We look forward to engaging with you!