Overview
The function of the Sales Development Co-ordinator is to achieve individual sales targets, together with leading / co-ordinating Commercial / Agri sales and superior customer service within the office. Working closely with and reporting to the Branch Manager, they will be results orientated.
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 Companys 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.
* Participating in ongoing renewal follow ups / revisions; identifying sales opportunities, cover / rate improvements, as appropriate.
Responsibilities (Administration and Claims Support)
* 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 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.
Qualifications
* Education: Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation.
* Experiences: Previous insurance/financial services experience would be advantageous but not essential.
* Sales/customer service experience in a similar role would be a distinct advantage.
* Have the capacity to deal successfully with new challenges and opportunities as they emerge for the Company.
* Highly computer literate with good knowledge of Progen, TIA and Microsoft Office.
* Good numeracy and analytical skills are essential.
* Strong organisational and time management skills and be able to produce accurate, quality information within agreed timescales.
Competencies
* Meet regulatory requirements as described in the Minimum Competency Code (Source: Central Bank, 2011) and Fitness and Probity Standards (Source: Central Bank, 2012).
* Ability to achieve results through others
* Coaching and mentoring
* Excellent communication skills
Employment type
* Full-time
Seniority level
* Entry level
Benefits
* Bonus
* Health Plan
* Paid Holidays
* Pension
This role is being offered on a temporary contract.
Closing date for applications is 23rd October 2025.
FB D is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances.
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