Job Description

Hello Future External Sales and Service Advisor Lead OBR


Welcome to FNB Personal Segment Advisory and Suites, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.


As part of our talent team in FNB Personal Segment Advisory Suite, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change

The External Sales and Service Advisor Lead (OBR) is responsible for applying effective sales processes within their area of responsibility to achieve sales targets and foster strong client relationships

Are you someone who can:

Achievement of embedded value hurdle rates/targets.Increase in average balance of the Business Unit assets as defined in the Financial Performance Report of the Business Unit.Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.Maximise cross sell opportunities and strengthen client relationships at point of sale.Manage the growth of active customer Account Base through hunting, to increase client base.Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions at point of sale.Leverage existing clients and grow portfolio through making contact and generating leads.Provide accurate and reliable sales statistics through daily cash-ups.Enter all Qualified leads into the sales pipeline or customer relationship management system and maintain on a daily basis.Analyse competitor information gathered and ensure active monitoring of market trends and influencers. Identify new business opportunities that impact on the industry.Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.Track, control and influence sales activities with the specific aim to increase own sales results.Manage personal development to increase own skills and competencies.

You will be an ideal candidate if you:

Certificate (NQF Level 5) in marketing, Business, Communications, or a related field1 to 3 years of direct sales experience, with some exposure to digital media.

We can be a match if you have exposure to:

Digital Marketing Expertise

Strategic Understanding: Deep knowledge of digital marketing channels (search, social, programmatic).Campaign Planning: Ability to co-create integrated marketing strategies with clients.Performance Metrics: Understand KPIs like ROAS, CAC, LTV, CTR, and conversion rates.Adtech Fluency: Familiarity with platforms like Google Marketing Platform, Meta Ads Manager, and DSPs.Generative AI: Experience using AI tools for creative asset generation and personalization.

Technical Acumen

Data & Analytics: Proficiency in Google Analytics, Looker Studio, and interpreting dashboards.Cloud & AI Tools: Understanding of Google Cloud Platform, machine learning basics, and AI-driven optimization.MarTech Stack: Knowledge of CRMs (e.g., Salesforce), CDPs, and marketing automation platforms.

Client & Stakeholder Engagement

Executive Communication: Ability to translate technical concepts into business value for C-suite audiences.Account Growth: Identify upsell/cross-sell opportunities and expand client relationships.Industry Awareness: Stay informed on digital trends, competitor activity, and emerging technologies.

You will have access to:

Opportunities to network and collaborateA challenging working environmentOpportunities to innovate

Apply now if you are interested in taking the next step. We look forward to engaging with you!

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

25/08/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.