Job Overview
The primary goal of the Sales Advisor is to successfully sell Personal Lines, Agri and Commercial Business.
This role involves assisting in the overall management of the Sales Office to deliver a superior customer experience that achieves agreed sales results while enhancing local brand presence.
Key Responsibilities:
1. Act proactively to meet individual sales targets by prospecting, up-selling and cross-selling Personal Lines/Commercial/Agri business.
2. Handle customer queries and refer unresolved or technical queries to relevant personnel.
3. Ensure compliance with all systems and procedures as laid down by the company.
4. Develop and maintain comprehensive knowledge and information about the company's commercial product range and relevant compliance requirements, and complete necessary industry qualifications and CPD hours.
5. Work flexibly within the Sales Office and participate in various tasks such as attending the Mart.
6. Provide relief to other Sales Offices in the region as required.
7. Develop mutually beneficial working relationships and collaborate closely with the local FBD Life and Pension Financial Advisor to enhance overall service delivery to customers.
8. Contribute to account management initiatives for Commercial and Agri business.
9. Participate in ongoing renewal follow-ups and revisions, identifying sales opportunities, cover/rate improvements as appropriate.
10. Assist customers at the initial notification of claims stage according to company procedures.
11. Take responsibility for outstanding debit/premium collections.