External Sales and Service Advisor Lead OBR

FNB South Africa; Soweto; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial services provider in South Africa is seeking an External Sales and Service Advisor Lead to drive sales performance, manage client relationships, and ensure compliance with regulatory requirements. The ideal candidate should have a relevant qualification and experience in sales, aiming to exceed client expectations with innovative solutions. This role involves proactive client engagement and achieving sales targets in a dynamic environment.

Qualifications

• Completed a FAIS recognized qualification.
• Experience in sales and client management.
• Ability to comply with legislation and audit requirements.

Responsibilities

• Achieve sales targets and build client relationships.
• Deliver exceptional service exceeding clients’ expectations.
• Manage client engagement throughout the application process.

Skills

Sales techniques

Client relationship management

Market analysis

Cross-sell opportunities

Customer engagement

Education

FSCA recognised FAIS relevant NQF Level 5 Qualification or higher

First Level Regulatory Examination

Job description

Job Description

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.

Hello Future External Sales and Service Advisor Lead

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 recognised FAIS relevant NQF Level 5 Qualification or higher 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, customised 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 knowledge of 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 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, preparing the proposal to credit, managing internal dependencies, closing the deal and managing post‑sales queries when relevant.
• Analyse competitor information gathered and ensure 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 the National Credit Act (NCA) candidates applying for this role will require a credit record check.

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

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 fulfil 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 it to other parties.

Job Details

Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below.

04/12/25

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 fulfil 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 it to other parties.