Job Description
Seeking a Sales Advisor to deliver sales of Personal Lines, Agri and Commercial Business, providing superior customer care service and enhancing the local FBD Brand.
Job Description
The Sales Advisor will be responsible for delivering sales results while enhancing the local FBD Brand. The role will involve assisting in the overall running of the Sales Office to provide a superior and efficient customer care service.
- 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.
- Accrue and maintain comprehensive up-to-date knowledge and information of the Company's commercial product range and compliance requirements.
- Work flexibly within the Sales Office and participate in various office tasks.
- Provide relief to other Sales Offices in the region, as required.
- Develop mutually beneficial working relationships with the local FBD Life and Pension Financial Advisor.
- Participate in account management initiatives for Commercial and Agri business.
- Participate 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.
Additional Responsibilities
- Provide dedicated support to the Sales Executive/Branch Manager, as directed.
- Administer Personal Lines/Commercial/Agri business as required.
- Carry out such duties as management may require from time to time.
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.
Desirable Skills
- 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 and Fitness and Probity Standards.
This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. As such, you are expected to know and comply with the standards at all times.
This role is being offered on a permanent contract.
FBD is an inclusive Equal Opportunity employer that considers applicants irrespective of their age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability and social circumstances.