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The function of the Sales Development Co-ordinator is to achieve individual sales targets, lead and coordinate Commercial / Agri sales, and provide superior customer service within the office. Working closely with and reporting to the Branch Manager, they will be results-oriented.
Job Responsibilities
* Proactively achieve individual sales targets and coordinate prospecting, upselling, and cross-selling within the office.
* Manage and carry out daily office administration, ensuring tasks are understood and implemented through regular meetings and guidance.
* Handle customer queries and refer unresolved or technical issues to relevant personnel.
* Ensure compliance with all systems and procedures laid down by the company.
* Work flexibly within the Sales Office and participate in various office tasks.
* Acquire and maintain up-to-date knowledge of all company products and compliance requirements, completing relevant industry qualifications as appropriate.
* Develop mutually beneficial relationships and work closely with the local FBD Life Financial Planning Adviser to enhance service delivery to customers.
* Participate in account management initiatives for Commercial and Agri business.
* Follow up on renewals, identify sales opportunities, and suggest cover or rate improvements as appropriate.
Additional Responsibilities
* Assist customers at the initial notification stage of claims, following company procedures.
* Manage individual outstanding debit/premium collections.
* Support the Branch Manager and Sales Executive.
* Motivate, support, and develop the Sales Office team.
* Monitor and evaluate Sales Advisor performance, providing feedback and coaching.
* Serve as the office contact for staff, head office, and regional managers.
* Administer Personal Lines and Commercial/Agri business as required.
* Perform administrative duties as needed.
* Undertake other duties as required by management.
Education
Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP), or hold Grandfathered Accreditation.
Experience
* Experience in insurance or financial services is advantageous but not essential.
* Experience in sales/customer service in a similar role is a plus.
* Ability to handle new challenges and opportunities successfully.
* Proficient in Progen, TIA, and Microsoft Office.
* Strong numeracy and analytical skills.
* Excellent organizational and time management skills, with the ability to produce accurate, high-quality work within deadlines.
* Meet regulatory standards as per the Minimum Competency Code and Fitness and Probity Standards.
* Ability to achieve results through others, with coaching and mentoring skills.
MCC
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. You are expected to know and adhere to these standards at all times.
Application Details
This role is offered on a fixed-term contract, with a closing date of 28th August.
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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