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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 running of the Sales Office to deliver a superior and efficient customer care service that produces agreed sales results 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.
* Dealing with customer queries and referring unresolved or technical queries 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 product range and compliance requirements, and completing relevant industry qualifications and CPD hours.
* Participating in various office tasks, including going to the Mart, and working flexibly within the Sales Office.
* Providing relief to other Sales Offices in the region as required.
* Developing 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 making cover or rate improvements as appropriate.
* Assisting customers during the initial notification of claims, in line with company procedures.
* Managing individual outstanding debit and premium collections.
Additional Responsibilities
* Providing support to the Sales Executive and Branch Manager as directed.
* Handling administration of Personal Lines, Commercial, and Agri business.
* Performing duties as required by management.
Education
* 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 with Grandfathered Accreditation (training support available).
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, target-driven, and results-oriented.
* Problem-solving skills.
* Compliance with regulatory standards as per the Minimum Competency Code and Fitness and Probity Standards.
Regulatory and Other Information
This position is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime, requiring compliance at all times. The role is identified as holding a CF3, CF4, designation.
Additional Details
This role is offered on a 10-month fixed-term contract basis.
This position 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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