External Sales and Service Advisor (OBR)

About the role

The External Sales and Service Advisor (OBR) will deliver an exceptional customer experience by understanding individual needs and providing tailored financial solutions. Working in a fast‑paced environment, the advisor will apply sales processes, build client relationships and support the bank’s growth objectives.

Key responsibilities

• Apply appropriate sales processes to achieve targets and build lasting client relationships.
• Identify and develop opportunities to increase sales revenue while containing costs.
• Sell packaged financial solutions and maximise cross‑selling opportunities.
• Drive adoption of digital and self‑service channels across the client base.
• Maintain specialised knowledge of FirstRand approved products, application procedures and fulfillment timelines.
• Produce high‑quality work in line with governance, compliance and quality standards.
• Complete accurate administration, reporting and information updates on time.
• Contribute to teamwork, inclusivity and cost‑efficient resource utilisation.

Required profile

• Completed an FSCA‑recognised FAIS‑relevant NQF Level 5 qualification or higher.
• Successfully passed the First Level Regulatory Examination.
• Demonstrated ability to work in accordance with organisational values, code of ethics and compliance standards.
• Strong analytical mindset to identify risks, propose solutions and improve service delivery.

Required skills

What we offer

• Opportunities to network and collaborate within a diverse, adaptable team.
• A challenging working environment that encourages innovation.
• Access to digital tools and resources to support sales performance.