External Sales and Service Advisor Lead OBR

To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• 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.
• 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.
• Identify and develop solutions that lead to improved service delivery and quality.
• 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.
• Identify opportunities to increase sales revenue and grow the organisational client base while containing costs.
• Assist with retaining or signing unbanked customer base.
• Maximize sales by selling packaged financial solutions to clients.
• Maintain specialised knowledge on all FirstRand approved products.
• Maximize cross-selling opportunities.
• Drive adoption of digital and other self-service options across the client base.
• Build and maintain stakeholder relationships.
• Deliver customer service through adherence to quality service standards.

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