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 and Financial Services
Required skills
Sales process execution, regulatory compliance (FAIS/NCA), credit record checks, pipeline management, cross-selling, digital adoption, stakeholder relationship building, cost efficiency
Preferred skills
NQF Level 5 Qualification, First Level Regulatory Examination
Responsibilities
Achieve sales targets and cost of sales ratios, assist in retaining or signing unbanked customers, maximize cross-selling opportunities, drive adoption of digital self-service options, maintain specialized knowledge of products and procedures, complete administration and reporting accurately, adhere to governance and compliance standards.
Seniority
Individual Contributor