Job Overview
The Sales Development Co-ordinator role involves achieving individual sales targets, leading/coordinating commercial/agri sales and superior customer service within the office. Working closely with and reporting to the Branch Manager, they will be results-oriented.
Key Responsibilities:
* Being proactive in achieving individual sales targets together with coordinating prospecting, up-selling, and cross-selling within the office.
* Managing and carrying out daily office administration, ensuring that individual daily tasks are clearly understood and implemented through regular meetings and direction.
* Dealing with customer queries and referring unresolved/technical queries to the relevant personnel.
* Ensuring all systems and procedures as laid down by the Company are complied with.
* Working flexibly within the Sales Office and participating in various office tasks.
* Acquiring and maintaining comprehensive up-to-date knowledge and information of all the Company's product range and compliance requirements and completing relevant industry qualifications as appropriate.
* Developing mutually beneficial working relationships and working closely with the local FBD Life Financial Planning Adviser, to continuously enhance the overall FBD Group service delivery to customers.
* Participating in account management initiatives of Commercial and Agri business.
* Assisting customers at the initial notification of claims stage, in line with company procedures.
* Taking responsibility for individual outstanding debit/premium collections.
* Ensuring dedicated support to the Branch Manager/Sales Executive.
* Motivating, encouraging, and providing leadership, support, and development assistance to the Sales Office team.
* Monitoring and measuring Sales Advisor performance and providing regular feedback and coaching also as required.
* Acting as office contact and support for the sales office staff, head office, Branch Manager, Sales Executive, and Regional Sales Manager.
* Administration of Personal Lines business as required.
* Administration of Commercial/Agri business as required.
* Carrying out administration as required.
* Carrying out such duties as management may require from time to time.