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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 deliver a superior and efficient customer care service, achieving sales results while enhancing the local FBD Brand.
Job Responsibilities
Working closely with and reporting to the Branch Manager and Sales Development Co-Ordinator, your key responsibilities include:
* Achieving individual sales targets through prospecting, upselling, and cross-selling of Personal Lines, Commercial, and Agri business.
* Handling customer queries and referring unresolved or technical queries to relevant personnel.
* Ensuring compliance with all systems and procedures laid down by the Company.
* Maintaining comprehensive and up-to-date knowledge of the Company’s commercial product range and compliance requirements, and completing relevant industry qualifications and CPD hours.
* Participating in various office tasks, including going to the Mart, and working flexibly within the Sales Office.
* Providing relief to other Sales Offices in the region as required.
* Developing mutually beneficial relationships, working closely with the local FBD Life and Pension Financial Advisor to enhance service delivery.
* Participating in account management initiatives for Commercial and Agri business.
* Following up on renewals, identifying sales opportunities, and making cover/rate improvements as appropriate.
* Assisting customers during initial claims notification, following company procedures.
* Managing individual outstanding debit and premium collections.
Additional Responsibilities
* Providing dedicated 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 within the timeframe set by the Central Bank of Ireland.
Experience
* Proficiency in Microsoft Office Suite – Word, Excel, Outlook.
* Experience in insurance or financial services is advantageous.
* Proactive, energetic, and positive attitude.
* Excellent communication and organizational skills.
* Ability to develop and maintain customer relationships.
* Ambitious, target-driven, and results-oriented.
* Problem-solving skills.
* Compliance with the Minimum Competency Code and Fitness and Probity Standards as per the Central Bank.
MCC
This role is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime, requiring compliance with relevant standards at all times. The Sales Advisor role is designated as holding CF3, CF4, or similar qualifications.
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This position is offered on a permanent contract with a closing date for applications of 14th June 2025.
This role is 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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