External Sales and Service Advisor OBR- Durban

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

Job summary

A leading financial institution in Durban is seeking an External Sales and Service Advisor to deliver exceptional customer service while achieving sales targets. The ideal candidate will have a recognized NQF Level 5 qualification and completed regulatory examination. Responsibilities include providing tailored financial solutions and maintaining strong client relationships. This role offers a dynamic environment with opportunities for growth.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

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

Responsibilities

• Deliver exceptional customer experience and tailored solutions.
• Apply sales processes to achieve targets and build relationships.
• Produce high quality work following compliance standards.
• Identify opportunities to increase sales revenue.

Skills

Customer service

Sales process application

Relationship building

Financial solution packaging

Education

FSCA recognized FAIS relevant NQF Level 5 Qualification

First Level Regulatory Examination

Job description

Overview

Job title : External Sales and Service Advisor OBR- Durban

Job Location : KwaZulu-Natal, Durban

Deadline : October 05, 2025

Responsibilities

• 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.
• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Work with enhanced processes and procedures to maintain operational efficiencies.
• Deliver work in an accurate manner to ensure consistent results.
• Draw on knowledge and experience to identify and develop solutions that leads to improved 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 achieve an acceptable cost of sales ratio through pipeline management and sales quality.
• Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
• Assist with retaining or signing unbanked customer base with a view to improve and increase 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 and achieve relevant sales targets.
• Maximise cross-selling opportunities.
• Drive adoption of digital and other self-service options across client base.
• Contribute to teamwork and inclusivity within own team.
• Contribute to cost efficiencies through responsible utilisation of work related resources.
• Achieve expected financial targets and uphold associated service levels.
• Build and maintain stakeholder relationships.
• Deliver customer service through adherence to quality service standards.

Qualifications

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

What you will have access to

• Opportunities to network and collaborate.
• A challenging working environment
• Opportunities to innovate.

Who you are / You will be a match if you are

• Execute own work in accordance with the organisational values and code of ethics.
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution. Identify and escalate risk as normal part of work.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Work with enhanced processes and procedures to maintain operational efficiencies.
• Deliver work in an accurate manner to ensure consistent results.
• Draw on knowledge and experience to identify and develop solutions that leads to improved 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 achieve an acceptable cost of sales ratio through pipeline management and sales quality.
• Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
• Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
• Maximize sales by selling packaged financial solutions to clients.
• Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfillment processes and timelines to drive and achieve relevant sales targets.
• Maximise cross-selling opportunities.
• Drive adoption of digital and other self-service options across client base.
• Contribute to teamwork and inclusivity within own team.
• Contribute to cost efficiencies through responsible utilisation of work related resources.
• Achieve expected financial targets and uphold associated service levels.
• Build and maintain stakeholder relationships.
• Deliver customer service through adherence to quality service standards.

End Date

End Date : October 2, 2025