Company description:
FBD Holdings PLC
Job description:
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 meets 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 will include:
* Achieving individual sales targets through prospecting, up-selling, and cross-selling of Personal Lines, Commercial, and Agri business.
* Handling customer queries and referring unresolved or technical issues to the relevant personnel.
* Ensuring compliance with all systems and procedures laid down by the company.
* Maintaining up-to-date knowledge of the company's commercial product range and compliance requirements, and completing relevant industry qualifications and CPD hours.
* Participating flexibly within the Sales Office and assisting with various office tasks, including visits to the Mart.
* Providing support to other Sales Offices in the region as needed.
* Building mutually beneficial relationships and 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 suggesting cover/rate improvements as appropriate.
* Assisting customers during the initial notification of claims, following company procedures.
* Managing individual outstanding debit and premium collections.
Additional Responsibilities
* Providing dedicated support to the Sales Executive/Branch Manager as directed.
* Administering Personal Lines, Commercial, and Agri business as required.
* Performing any additional duties as required by management.
Education
* Leaving Certificate or equivalent, and/or a relevant third-level qualification.
* Qualification as an Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP), or Grandfathered Accreditation is preferred, but assistance will be provided to obtain these within the timeframes set by the Central Bank of Ireland.
Experiences
* Proficient in Microsoft Office Suite (Word, Excel, Outlook).
* Experience in insurance or financial services is advantageous.
* Experience in sales or customer service.
* Proactive, energetic, and positive approach.
* Customer-focused with excellent communication and organizational skills.
Competencies
* Developing and maintaining customer relationships.
* Ambitious and results-oriented.
* Problem-solving skills.
* Compliance with regulatory standards such as 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. You are expected to adhere to these standards at all times. The role as a Sales Advisor is designated as holding a CF3, CF4, or equivalent.
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This position is offered on a permanent contract and 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.
Skills:
Sales, Customer Service, Insurance, Financial Services
Benefits:
Bonus, Paid Holidays, Pension, Staff discount
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