Job Overview
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 provide a superior and efficient customer care service that achieves sales targets 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:
1. Proactively achieving individual sales targets through prospecting, up-selling, and cross-selling of Personal Lines, Commercial, and Agri business.
2. Handling customer queries and referring unresolved or technical issues to the relevant personnel.
3. Ensuring compliance with all systems and procedures laid down by the Company.
4. Maintaining up-to-date knowledge of the Company’s commercial product range and compliance requirements, and completing relevant industry qualifications and CPD hours.
5. Participating in various office tasks, including going to the Mart, and working flexibly within the Sales Office.
6. Providing relief to other Sales Offices in the region as needed.
7. Developing beneficial working relationships, including working closely with the local FBD Life and Pension Financial Advisor to enhance service delivery.
8. Participating in account management initiatives for Commercial and Agri business.
9. Following up on renewals, identifying sales opportunities, and suggesting cover or rate improvements as appropriate.
10. Assisting customers at the initial notification of claims, following company procedures.
11. Managing individual outstanding debit and premium collections.
Additional Responsibilities
* Providing support to the Sales Executive and Branch Manager as directed.
* Handling administration for Personal Lines, Commercial, and Agri business as required.
* Performing other duties as required by management.
Education
* Leaving Certificate or equivalent, and/or a relevant third-level qualification.
* Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP), or with Grandfathered Accreditation; assistance will be provided to obtain these qualifications within the timeframes outlined by the Central Bank of Ireland.
Experience
* Proficiency in Microsoft Office Suite – Word, Excel, Outlook.
* Previous experience in insurance or financial services is advantageous.
* Experience in sales or customer service.
* Proactive, energetic, and positive attitude.
* Customer-focused with excellent communication and organizational skills.
Competencies
* Ability to develop and maintain customer relationships.
* Ambitious and target-driven.
* Results-oriented with problem-solving skills.
* Knowledge of regulatory requirements as per the Minimum Competency Code and Fitness and Probity Standards.
MCC
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime, requiring compliance at all times. The role involves holding a CF3, CF4, designation.
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This role is offered on a fixed-term contract. The closing date for applications is 28th April 2025. It is within Pay Band A of FBD’s Sales Functions Pay Band.
FBD is an inclusive Equal Opportunity employer that considers applicants irrespective of age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, and social circumstances.
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