Job Title
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The Sales Development Coordinator plays a crucial role in achieving individual sales targets, leading commercial and agri sales, and delivering exceptional customer service within the office. Working closely with the Branch Manager, they will be results-oriented and proactive.
Key Responsibilities
* Coordinating prospecting, up-selling, and cross-selling to achieve individual sales targets.
* Managing daily office administration, ensuring clear understanding and implementation of tasks through regular meetings and direction.
* Dealing with customer queries, referring unresolved or technical queries to relevant personnel.
* Ensuring compliance with company procedures and systems.
* Developing mutually beneficial relationships with local FBD Life Financial Planning Advisers to enhance overall service delivery.
* Participating in account management initiatives, identifying sales opportunities, and improving cover rates.
Additional Responsibilities
* Assisting customers at the initial notification of claims stage.
* Taking responsibility for individual outstanding debit/premium collections.
* Providing dedicated support to the Branch Manager and Sales Executive.
* Motivating and developing the Sales Office team.
* Monitoring and measuring Sales Advisor performance, providing regular feedback and coaching.
* Acting as an office contact and support for sales staff, head office, and Regional Sales Manager.
* Administering Personal Lines and Commercial/Agri business as required.
Requirements
* Qualifications: Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation.
* Previous insurance/financial services experience is advantageous but not essential.
* Sales/customer service experience in a similar role is a distinct advantage.
* Highly computer literate with good knowledge of Progen, TIA, and Microsoft Office.
* Strong organisational and time management skills, with ability to produce accurate information within agreed timescales.
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About You
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We are seeking a motivated and experienced Sales Development Coordinator to join our team. As a key player in driving sales growth, you will be responsible for coordinating prospecting, up-selling, and cross-selling efforts to achieve individual sales targets.
You will work closely with the Branch Manager to ensure effective office administration, manage customer queries, and develop strong relationships with local FBD Life Financial Planning Advisers.
In addition to your sales expertise, you will provide dedicated support to the Branch Manager and Sales Executive, motivating and developing the Sales Office team.
To succeed in this role, you will need:
* Qualifications: Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation.
* Previous insurance/financial services experience is advantageous but not essential.
* Sales/customer service experience in a similar role is a distinct advantage.
* Highly computer literate with good knowledge of Progen, TIA, and Microsoft Office.
* Strong organisational and time management skills, with ability to produce accurate information within agreed timescales.
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