External Sales & Service Advisor: Client Solutions

Wesbank; Potchefstroom; On-site; ZAR 569,000 - 636,000; Full time

Job summary

Wesbank in Potchefstroom is seeking an External Sales and Service Advisor to deliver tailored financial solutions and superior customer service. You will drive sales targets, build strong client relationships, and promote digital self-service options while adhering to governance standards.

The role requires a FSCA FAIS NQF Level 5 qualification or higher and completion of the First Level Regulatory Examination. An NCA credit check is part of the process.

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.
• Identify opportunities to increase sales revenue and grow the client base while containing costs.
• Maximise cross-selling of packaged financial solutions to clients.
• Drive adoption of digital and self-service options across client base.
• Deliver customer service through adherence to quality service standards and timely administration.

Education

FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification

First Level Regulatory Examination

Job description

Wesbank in Potchefstroom is seeking an External Sales and Service Advisor to deliver tailored financial solutions and superior customer service. You will drive sales targets, build strong client relationships, and promote digital self-service options while adhering to governance standards.

The role requires a FSCA FAIS NQF Level 5 qualification or higher and completion of the First Level Regulatory Examination. An NCA credit check is part of the process.