External Sales and Service Advisor OBR

External Sales and Service Advisor Lead O

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 to achieve sales targets and build client relationships.
• Retrieve qualified leads from internal channel sales pipeline and make contact with existing or new customers 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, preparing the proposal to credit, managing internal dependencies, closing the deal and managing post‑sales queries when relevant.
• Analyse competitor information gathered and ensure active monitoring of market trends and influences. Identify new business opportunities that impact on the industry.
• Track, control, and influence sales activities with the aim to achieve previously determined sales targets in line with quality, productivity and sales requirements.
• Manage own development to increase own competencies.

• Completed a FSCA recognised FAIS relevant NQF Level 5 qualification or higher qualification.
• Completed First Level Regulatory Examination.
• Achievement of targets for business.
• Understand, read, and anticipate the market and clients’ needs to design and deliver innovative, customised value‑adding solutions to a 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.
• Maintain expert knowledge on specific products, pricing, application procedure, processing, and timelines to drive and achieve relevant sales targets.
• Understand reasons for and comply with governance in terms of legislation and audit requirements.
• In accordance with National Credit Act, candidates applying for this role will require a credit record check.

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

All appointments will be made in line with First Rand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Important:
Applications will not be accepted on 01/07/26 and onwards. Kindly submit applications ahead of the closing date indicated.