Job Overview
The primary function of the Sales Advisor is to deliver sales of Personal Lines, Agri, and Commercial Business. The role involves assisting in the overall running of the Sales Office to provide superior and efficient customer care, achieve sales targets, and enhance the local FBD Brand.
Job Responsibilities
Working closely with and reporting to the Branch Manager and Sales Development Co-Ordinator, your key responsibilities will include:
1. Being proactive in achieving individual sales targets, including prospecting, up-selling, and cross-selling of Personal Lines, Commercial, and Agri business.
2. Dealing with customer queries and referring unresolved or technical queries to relevant personnel.
3. Ensuring compliance with all systems and procedures laid down by the Company.
4. Maintaining comprehensive, up-to-date knowledge of the Company’s commercial product range and compliance requirements, and completing relevant industry qualifications and CPD hours.
5. Participating in various office tasks, which may include going to the Mart, and working flexibly within the Sales Office.
6. Providing relief to other Sales Offices in the region as required.
7. Developing mutually beneficial relationships and working closely with the local FBD Life and Pension Financial Advisor to enhance service delivery.
8. Participating in account management initiatives for Commercial and Agri business.
9. Following up on renewals, identifying sales opportunities, and making cover or rate improvements as appropriate.
10. Assisting customers during the initial notification of claims, following company procedures.
11. Managing individual outstanding debit or premium collections.
Additional Responsibilities
* Providing support to the Sales Executive and Branch Manager as directed.
* Administering Personal Lines, Commercial, and Agri business as required.
* Performing duties as required by management.
Education
* Leaving Certificate or equivalent, and/or a relevant third-level qualification.
* Qualifications such as Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP), or Grandfathered Accreditation are desirable. Assistance will be provided to obtain these qualifications within the timeframes outlined by the Central Bank of Ireland.
Experience
* Proficiency in Microsoft Office Suite – Word, Excel, Outlook.
* Experience in insurance or financial services is advantageous.
* Sales and customer service experience.
* Proactive, energetic, and positive outlook.
* Customer-focused with excellent communication and organizational skills.
Competencies
* Developing and maintaining customer relationships.
* Ambitious and target-driven.
* Results-oriented and problem-solving skills.
* Compliance with regulatory standards as per the Minimum Competency Code and Fitness and Probity Standards of the Central Bank.
MCC
This role is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime, requiring compliance with all standards at all times. The role has been designated as holding a CF3, CF4, or equivalent qualification.
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This position is offered on a permanent contract and sits within Pay Band A of FBD’s Sales Functions Pay Band.
FBD is an inclusive Equal Opportunity employer that considers applicants regardless of age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, or social circumstances.
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