External Sales And Service Advisor Obr

Findojobs South Africa; Noordwes; On-site; ZAR 30,000 - 50,000; Full time

Job summary

A financial services company in South Africa is seeking an External Sales and Service Advisor to optimize customer experience by addressing needs and providing tailored financial solutions. Ideal candidates should be qualified at the NQF Level 5 and have completed the First Level Regulatory Examination. The role involves sales target achievement and maintaining stakeholder relationships in compliance with company standards.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

• Customer service orientation and sensitivity towards customer needs.
• Ability to execute work in accordance with values and ethics.
• Understand and adhere to compliance and governance standards.

Responsibilities

• Achieve sales targets and build client relationships.
• Identify and escalate risks for resolution.
• Deliver high-quality work within compliance standards.

Skills

Sales process application

Customer relationship building

Risk identification

Education

FAIS relevant NQF Level 5 Qualification

First Level Regulatory Examination

Job description

Description

To provide a positive customer experience by being helpful and sensitive to customer needs and aspirations. Offering value-adding solutions within a dynamic environment, whilst adhering to policy and process.

Hello Future External Sales and Service Advisor

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who 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 your 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 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 :

• Execute your work in accordance with the organisational values and code of ethics.
• Comply with and adhere to governance and compliance standards, escalating problems for investigation and resolution. Identify and escalate risks as a normal part of work.
• Produce high-quality work by adhering to predefined standards and procedures, in accordance with compliance and governance standards.
• Work with enhanced processes and procedures to maintain operational efficiencies.
• Deliver work accurately to ensure consistent results.
• Draw on knowledge and experience to identify and develop solutions that improve service delivery and quality.
• Adhere to quality standards, turnaround times, and company policies and procedures.
• Complete relevant administration, reporting, and updating of information accurately and on time.
• Achieve sales targets in line with performance scorecards and maintain an acceptable cost of sales ratio through pipeline management and sales quality.
• Identify opportunities to increase sales revenue and grow the client base while containing costs.
• Assist in retaining or signing unbanked customers to improve profitability.
• Maximize sales by selling packaged financial solutions to clients.
• Maintain specialised knowledge on all FirstRand approved products, application procedures, fulfillment processes, and timelines to drive sales targets.
• Maximize cross-selling opportunities.
• Drive adoption of digital and other self-service options across the client base.
• Contribute to teamwork and inclusivity within your own team.
• Contribute to cost efficiencies through responsible utilisation of work-related resources.
• Achieve financial targets and uphold service levels.
• Build and maintain stakeholder relationships.
• Deliver customer service adhering to quality service standards.

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. Candidates can disclose their disability information voluntarily. This information will be kept confidential unless legally required to disclose.

Job Details

Note that applications will not be accepted after the indicated closing date. Kindly submit your application ahead of this date.

26 / 07 / 25