Job Summary
We are seeking a Sales Professional to join our team in Roscommon. As a Sales Advisor, you will play a key role in delivering sales of Personal Lines, Agri and Commercial Business. The successful candidate will be responsible for assisting in the overall running of the Sales Office, providing superior and efficient customer care service, and achieving individual sales targets.
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 relevant personnel.
* Ensure all systems and procedures as laid down by the Company are complied with.
* Accure 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 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.
* Part take in on-going renewal follow ups/revisions; identify 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.
Requirements
* 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 is desired however assistance will be given to obtain this qualification within the timeframes outlined by the Central Bank of Ireland.
* Proficient in Microsoft Office Suite Microsoft Word, Excel, Outlook.
* Previous insurance/financial services experience would be advantageous.
* Sales/customer service experience.
* Proactive / energetic approach / positive outlook.
* Customer focused Excellent communication and organisational skills.
Competencies
* Develop and maintain customer relationships.
* Ambitious Target driven & results orientated Problem solving Meet regulatory requirements as described in the Minimum Competency Code (Source: Central Bank, 2011) and Fitness and Probity Standards (Source: Central Bank, 2012).