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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 operation of the Sales Office to provide superior and efficient customer care that achieves sales targets and enhances 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, upselling, and cross-selling Personal Lines, Commercial, and Agri business.
* Handling customer queries and referring unresolved or technical issues to the appropriate personnel.
* Ensuring compliance with all systems and procedures set by the Company.
* Maintaining up-to-date knowledge of the Company’s commercial products and compliance requirements, and completing relevant industry qualifications and CPD hours.
* Participating flexibly within the Sales Office and assisting with various office tasks, including attending the Mart.
* Providing relief support to other Sales Offices in the region as needed.
* Developing beneficial working relationships, especially 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 or rate improvements.
* 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 and Branch Manager as directed.
* Handling administration for Personal Lines, Commercial, and Agri business as required.
* Performing any other duties as required by management.
Education
* Leaving Certificate or equivalent, and/or a relevant third-level qualification.
* Qualifications such as Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP), or Grandfathered Accreditation are desirable, but assistance will be provided to obtain these within the timeframe set by the Central Bank of Ireland.
Experience
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
* Experience in insurance or financial services is advantageous.
* Proactive, energetic, and positive approach.
* Excellent communication and organizational skills.
* Ability to develop and maintain customer relationships.
* Ambitious and target-driven, results-oriented.
* Strong problem-solving skills.
* Compliance with regulatory standards such as the Minimum Competency Code and Fitness and Probity Standards.
MCC
This role is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime, requiring compliance with all standards at all times.
The Sales Advisor role is designated as holding a CF3, CF4, or similar qualification.
Footer
This position is offered on a fixed-term contract. The closing date for applications is 17th June 2025.
This role is 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.
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