External Sales and Service Advisor at FNB in Cape Town
FNB · Cape Town, Western Cape
Overview
FNB is looking for a driven External Sales and Service Advisor in Cape Town to connect with clients, sell banking products and deliver exceptional service. If you have your FAIS NQF Level 5 qualification and RE1, this full time role offers a chance to grow your sales career with one of South Africa's biggest banks. You will work in a fast paced environment where hitting targets and building real client relationships matter.
About the role
As an External Sales and Service Advisor at FNB, you will be the face of the bank for new and existing clients. Your main focus is to understand what each client needs and then offer banking products and solutions that genuinely add value to their lives.
You will work with leads from internal channels as well as sourcing your own new business through external contacts. The role involves the full client journey, from that first conversation all the way through to closing the deal and handling any queries afterwards. You will need to keep up to date with product knowledge, pricing and application processes so you can guide clients confidently.
You will also keep an eye on what competitors are doing and track market trends so you can spot new opportunities. Meeting sales targets while sticking to quality, productivity and governance standards is a big part of the job.
Important application note: In line with the National Credit Act, candidates applying for this role will require a credit record check. Applications must be submitted before the closing date of 13 November 2026.
Requirements
- Completed a FSCA recognised FAIS relevant NQF Level 5 qualification or higher
- Completed First Level Regulatory Examination (RE1)
- Ability to apply appropriate sales processes within your area of responsibility to achieve sales targets and build client relationships
- Strong understanding of market and client needs to design and deliver customised value adding solutions
- Knowledge of governance and legislation requirements as well as audit requirements
- Ability to track, control and influence sales activities to meet quality, productivity and sales targets
- Willingness to manage own development and grow your competencies
- Must be able to undergo a credit record check in line with the National Credit Act
Responsibilities
- Deliver an exceptional customer experience by understanding and responding to individual client needs and aspirations
- Apply sales processes within your area of responsibility to achieve sales targets and build client relationships
- Understand, read and anticipate market and client needs to design and deliver innovative, customised value adding solutions
- Maximise business portfolio cross sell opportunities and strengthen client relationships
- Maintain expert knowledge on specific products, pricing, application procedures, processing and timelines
- Retrieve qualified leads from the internal channel sales pipeline and contact existing or new customers to generate sales
- Source new leads through external contacts and other channels to increase the customer base
- Contact prospective clients and sell appropriate banking products to achieve sales targets
- Deliver the end to end client management process from engagement through to closing the deal and managing post sales queries
- Analyse competitor information and actively monitor market trends and influences to identify new business opportunities
- Track, control and influence sales activities to achieve determined sales targets in line with quality, productivity and sales requirements
- Manage own development to increase own competencies
Job details
- Organisation
- FNB
- Location
- Cape Town, Western Cape
- Job type
- Full time
- Experience level
- Entry
- Education
- Higher certificate
- Category
- Sales & Business Dev
- Posted
- 6 November 2026 (1 day ago)
- Closing date
- 13 November 2026
- Application Method
- Apply online
Success Guide
Getting your foot in the door at a big bank like FNB can feel daunting, but this External Sales and Service Advisor role is a real opportunity for someone with the right qualifications and a drive to sell. Make sure your CV clearly shows your FAIS NQF Level 5 qualification and your RE1 certificate, because these are non negotiable for the role. If you have any previous sales or customer service experience, even informal, highlight it and show that you understand what it takes to meet targets.
For the interview, brush up on FNB's product range and be ready to talk about how you would handle clients who are hesitant about banking products. You should also be comfortable with the idea of a credit record check. Show them you are hungry to learn, confident with people and serious about building a career in banking sales.
How we help you prepare
This employer takes applications on their own website, so you'll submit this one yourself — but SPAAN NOW gets everything ready for you first. Here's how it works:
- Our AI tailors your CV to match this job's keywords and requirements, so it stands out to recruiters and screening systems.
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- We gather the documents this job needs: CV, Diploma certificate, Professional registration, FSCA recognised FAIS relevant NQF Level 5 qualification certificate and First Level Regulatory Examination certificate. SPAAN NOW pulls these from your profile and packages them together, ready to attach.
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