Sales Advisor (Specialised, Credit Card, Unsecured Loans & Transact Outbound / Cape Town & Joburg)
Financial Services, Banking
Minimum Requirements
- 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 Identify and escalate risk as normal part of work.
- 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.
- Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality
- Adhere to quality standards, turnaround times and Company policies and procedures.
- 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 through pipeline managements and sales quality.
- Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
- Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
- Maximize sales by selling packaged financial solutions to clients.
- Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfilment processes and timelines to drive and achieve relevant sales targets.
- Maximise cross-selling opportunities.
- Drive adoption of digital and other self-service options across client base.
- Contribute to teamwork and inclusivity within own team.
- Contribute to cost efficiencies through responsible utilisation of work related resources.
- Achieve expected financial targets and uphold associated service levels.
- Build and maintain stakeholder relationships.
- Deliver customer service through adherence to quality service standards.
Responsibilities
- Transact Outbound (Suits) Desk – Randburg (3 Positions)
- Credit Card Desk – Cape Town (1 Position)
- Unsecured Loans Desk – Cape Town (25 Positions)
- Specialised Sales Desk - Randburg (2 Positions)
- Engage customers through outbound channels to promote relevant financial solutions
- Identify customer needs and match them with tailored product offerings specific to your business unit
- Drive sales performance within a structured, target-driven environment
- Deliver a high standard of customer service while adhering to compliance requirements
- Develop deep expertise within a specific product set (Transact, Credit Cards, or Unsecured Lending)
- Build a strong foundation in outbound sales methodologies
- Gain visibility into broader career pathways across FNB’s sales environments
- Passionate about sales and performance-driven environments
- Motivated by targets, incentives, and continuous improvement
- Comfortable operating in a fast-paced outbound contact environment
- Looking to grow within specialised sales teams rather than a generalist role
- 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 Identify and escalate risk as normal part of work.
- 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.
- Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality
- Adhere to quality standards, turnaround times and Company policies and procedures.
- 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 through pipeline managements and sales quality.
- Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
- Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
- Maximize sales by selling packaged financial solutions to clients.
- Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfilment processes and timelines to drive and achieve relevant sales targets.
- Maximise cross-selling opportunities.
- Drive adoption of digital and other self-service options across client base.
- Contribute to teamwork and inclusivity within own team.
- Contribute to cost efficiencies through responsible utilisation of work related resources.
- Achieve expected financial targets and uphold associated service levels.
- Build and maintain stakeholder relationships.
- Deliver customer service through adherence to quality service standards.
- A minimum of 1 to 3 years of experience in direct sales
- Certificate in Banking equivalent to NQF Level 5
- Diploma or Degree would be advantageous
- We are looking for a self-starter
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
- Adaptable and curious
- Analyse complex data sets
- Thrive in a collaborative environment
