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  • Posted: Mar 4, 2025
    Deadline: Not specified
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  • First National Bank (FNB) South Africa offers dynamic career paths, structured graduate development programs, and continuous on-the-job learning across banking, data science, IT, and client advisory roles
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    Deal Maker (Employee Benefits. Group Retirement and Risk Schemes)

    Job Description

    • Dear Future, Deal Maker (Employee Benefits. Group retirement and risk schemes)
    • The role requires you to drive Sales and Campaign performance targets by establishing and building sustainable strategic key relationships across Channel and Pillars. This role will provide specialist advice and support in the execution of distribution processes, including the attainment of financial metrics aligned to KPI deliverables

    Are you someone who can:

    • Deliver sales targets and grow portfolio under guidance and supervision, by performing end-to-end process of deal origination to deal conclusion through effective engagement and understanding of customer’s business and needs
    • Deliver customer service through adherence to quality service standards
    • Complete all applicable onboarding administrative services through continuous reporting and updating of documents related to relevant stakeholders
    • Develop, encourage and nurture collaborative relationships across commercial and within FNB EB
    • Contribute to teamwork and inclusivity within team
    • Identify opportunities to expand customer base with potentially profitable customers
    • Input into the development and continuous improvement of operational processes
    • Manages risks in own area of responsibility
    • Build and maintain stakeholder relationships
    • Achieve expected financial targets and uphold associated service levels
    • Execute, Track and Drive Campaigns
    • Compile required sales tracking reports
    • Managing own development

    You will be an ideal candidate if you have the following:

    • RESIDE in Gauteng Inland
    • NQF 7 or a Relevant Degree

    ADVANTAGEOUS - FAIS accredited

    • 1.1
    • 1.3
    • 1.22
    • 1.7
    • 1.20
    • 1.5
    • 1.14
    • Min 5 years’ Experience in a similar environment
    • Specialist client relationship management experience
    • Investment Product Knowledge  
    • Professional/Technical learning 
    • Financial Awareness 
    • Innovative Thinking 
    • Results Orientation 
    • Effective Communication - Good Communication skills
    • Networking
    • Proficient in Excel, Word, and PowerPoint
    • The ability to adapt and being flexible

    You will have access to:

    • Opportunities to network and collaborate
    • A challenging working environment
    • Opportunities to innovate

    We can be a match if you are:

    • Adaptable and curious
    • Have a proven successful track record.
    • Thrive in a collaborative environment

    Check how your CV aligns with this job

    Method of Application

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