External Sales and Service Advisor OBR

FNB South Africa; Gauteng; On-site; ZAR 360,000 - 540,000; Full time

Benefits offered by this job

Networking opportunities

Challenging environment

Innovation opportunities

Job summary

FNB South Africa is seeking an External Sales and Service Advisor to deliver an exceptional customer experience by understanding needs and offering tailored, value-adding banking solutions in a fast-paced environment.

The role requires FAIS-related qualifications and regulatory examination, a focus on achieving sales targets, and building strong client relationships while maintaining governance and processes. Opportunities for networking, collaboration, and innovation are highlighted.

Qualifications

• FSCA FAIS NQF Level 5 qualification or higher required.
• First Level Regulatory Examination completed.
• Credit record check may be required under NCA.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Contact prospective clients and sell banking products to achieve sales targets.
• Deliver end-to-end client management, engaging the client through milestones and managing the application process.
• Maximise cross-sell opportunities and strengthen client relationships.
• Maintain expert knowledge on products, pricing, application procedures, processing and timelines.

Skills

Sales targets

Client relationships

Communication

Networking

Education

FAIS NQF Level 5 or higher

First Level Regulatory Examination

Job description

Job Description

To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures

• Hello Future External Sales and Service Advisor OBR

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.
• Additional Requirements:

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

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.

Important Closing Date Note

10/09/26