1 week ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Company Description
FBD Holdings PLC
Job Description
Job Overview
The function of the Sales Development Co-ordinator is to achieve individual sales targets, lead/co-ordinate 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
* Proactively achieve individual sales targets, prospect, upsell, and cross-sell within the office.
* Manage and carry out daily office administration, ensuring tasks are understood and implemented through regular meetings.
* Address customer queries and refer unresolved/technical issues to relevant personnel.
* Ensure compliance with all systems and procedures laid down by the Company.
* Work flexibly within the Sales Office and participate in various office tasks.
* Maintain comprehensive, up-to-date knowledge of all Company products and compliance requirements, completing relevant industry qualifications as appropriate.
* Develop mutually beneficial relationships and work closely with the local FBD Life Financial Planning Adviser to enhance service delivery.
* Participate in account management initiatives for Commercial and Agri business.
* Follow up on renewals, identify sales opportunities, and suggest cover/rate improvements as needed.
Additional Responsibilities
* Assist customers at the initial notification of claims, following company procedures.
* Manage individual outstanding debit/premium collections.
* Support the Branch Manager/Sales Executive.
* Motivate and support the Sales Office team, providing leadership and development assistance.
* Monitor and provide feedback on Sales Advisor performance.
* Act as office contact/support for staff, head office, and management.
* Administer Personal Lines, Commercial, and Agri business as required.
* Perform administrative duties as needed and undertake additional duties as required by management.
Education
Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP), or with 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 are essential.
* Strong organizational and time management skills, with the ability to produce accurate, quality information within deadlines.
Competencies
* Meet regulatory requirements per the Central Bank’s Minimum Competency Code and Fitness and Probity Standards.
* Ability to achieve results through others.
* Coaching and mentoring skills.
* Excellent communication skills.
MCC
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. You are expected to know and comply with the standards at all times.
Footer
This role is offered as a permanent contract.
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, Insurance, APA
Benefits
Bonus, Health Plan, Paid Holidays, Parking
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Sales and Business Development
Industries
* Administrative and Support Services
#J-18808-Ljbffr