External Sales and Service Advisor OBR

Wesbank

South Africa

On-site

ZAR 513,000 - 725,000

Full time

3 days ago
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Job summary

WesBank, a division of FNB, seeks an External Sales and Service Advisor in Kwaggafontein to deliver exceptional customer experiences by understanding individual needs and offering tailored, value-adding banking solutions in a fast-paced environment.

The successful candidate will hold a FSCA FAIS NQF Level 5 qualification (or higher) and complete First Level Regulatory Examination, with a proven track record in meeting sales targets and building client relationships.

Qualifications

  • Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.
  • Completed First Level Regulatory Examination.

Responsibilities

  • Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
  • Retrieve and qualify leads from internal channels and contact new or existing clients to generate sales.
  • Deliver end-to-end client management, from engaging with the client to facilitating credit applications and post-sale support.
  • Analyse competitor information and monitor market trends to identify new business opportunities.
  • Track, control and influence sales activities to meet targets in line with quality and productivity requirements.

Skills

Sales
Client Relationships
Networking
Governance

Education

FAIS NQF Level 5 qualification
First Level Regulatory Examination

Job description

## External Sales and Service Advisor OBRApply: Kwaggafontein: Full time: Posted Today: End Date: October 16, 2026 (6 days left to apply): R54333# **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 Lead OBR**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 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.**Apply now if you are interested in taking the next step. We look forward to engaging with you!**
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