Job Overview
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
1. Proactively achieve individual sales targets, prospect, up-sell, and cross-sell within the office.
2. Manage and carry out daily office administration, ensuring tasks are understood and implemented through meetings and guidance.
3. Handle customer queries and refer unresolved or technical issues to relevant personnel.
4. Ensure compliance with all company systems and procedures.
5. Participate in various office tasks and work flexibly within the Sales Office.
6. Maintain comprehensive, up-to-date knowledge of all company products and compliance requirements; complete relevant industry qualifications as appropriate.
7. Develop beneficial working relationships, especially with the local FBD Life Financial Planning Adviser, to enhance service delivery.
8. Participate in account management initiatives for Commercial and Agri business.
9. Follow up on renewals, identify sales opportunities, and suggest cover/rate improvements as appropriate.
Additional Responsibilities
1. Assist customers at the initial notification of claims, following company procedures.
2. Manage individual outstanding debit/premium collections.
3. Support the Branch Manager / Sales Executive.
4. Motivate, support, and develop the Sales Office team.
5. Monitor and provide feedback on Sales Advisor performance.
6. Support sales office staff, head office, and regional managers.
7. Administer Personal Lines and Commercial/Agri business as required.
8. Perform administrative duties as needed and other duties as assigned by management.
Qualifications
Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP), or hold Grandfathered Accreditation.
Experience
* Experience in insurance/financial services is advantageous but not essential.
* Sales/customer service experience in a similar role is a plus.
* Capable of handling new challenges and opportunities.
* Highly proficient with Progen, TIA, and Microsoft Office.
* Good numeracy and analytical skills.
* Strong organizational and time management skills, with the ability to produce accurate, quality work within deadlines.
Competencies
* Meet regulatory requirements per the Minimum Competency Code and Fitness and Probity Standards.
* Ability to achieve results through others.
* Coaching and mentoring skills.
* Excellent communication skills.
Additional Information
This is a permanent role. It is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime, requiring compliance at all times.
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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