External Sales and Service Advisor OBR
Core
Deliver exceptional customer experiences by providing tailored financial solutions and achieving sales targets for unbanked and existing clients.
Role type
External Sales and Service Advisor
Builds
Packaged financial solutions and client relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
sales process execution, regulatory compliance (FAIS/NCA), credit record checks, pipeline management, cross-selling, digital adoption, cost control, service level adherence
Preferred skills
NQF Level 5 qualification, First Level Regulatory Examination, experience with unbanked customer acquisition
Technologies
FirstRand approved products and application systems
Responsibilities
Apply sales processes to achieve targets and build client relationships; maximize cross-selling of packaged financial solutions; assist in retaining or signing unbanked customers; maintain specialized knowledge of products and fulfillment processes; drive adoption of digital self-service options; complete administration, reporting, and information updates accurately; identify and escalate risks; adhere to governance and compliance standards.
Seniority
Individual Contributor