Job Overview:
The primary objective of this Sales Advisor role is to deliver sales of Personal Lines, Agri and Commercial Business. The successful candidate will be responsible for assisting in the overall running of the Sales Office to provide a superior and efficient customer care service that produces agreed sales results while enhancing the local brand.
Key Responsibilities:
* Be proactive in achieving individual sales targets including prospecting, up selling and cross selling of Personal Lines/Commercial/Agri business.
* Deal with customer queries and refer unresolved/technical queries to the relevant personnel.
* Ensure all systems and procedures as laid down by the Company are complied with.
* Accumulate and maintain comprehensive up-to-date knowledge and information of the Companys commercial product range and compliance requirements and complete relevant industry qualifications and CPD hours as appropriate.
* Work flexibly within the Sales Office and participate in various office tasks which may include going to the Mart.
* Provide relief to other Sales Offices in the region, as required.
* Develop mutually beneficial working relationships and work closely with the local FBD Life and Pension Financial Advisor, to continuously enhance the overall FBD Group service delivery to customers.
* Participate in account management initiatives for Commercial and Agri business.
* Take part in on-going renewal follow ups/revisions; identifying sales opportunities, cover/rate improvements, as appropriate.
* Assist customers at the initial notification of claims stage, in line with company procedures.
* Take responsibility for individual outstanding debit/premium collections.
Required Skills and Qualifications:
* 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 Grandfathered Accreditation
* Proficient in Microsoft Office Suite
* Previous insurance/financial services experience would be advantageous
* Sales/customer service experience
* Proactive / energetic approach / positive outlook
* Customer focused
* Excellent communication and organisational skills
Benefits:
* Bonus
* Paid Holidays
* Pension
* Staff discount
Competencies:
* Develop and maintain customer relationships
* Ambitious
* Target driven & results orientated
* Problem solving
* Meet regulatory requirements