Field Sales & Service Advisor: Client Solutions Lead

Wesbank

South Africa

On-site

ZAR 513,000 - 725,000

Full time

4 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

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.

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