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Job Description
Job Summary: Sales Advisor
Deliver sales of Personal Lines, Agri and Commercial Business, working closely with the Branch Manager and Sales Development Co-Ordinator to achieve individual sales targets and provide superior customer care service.
Key Responsibilities:
- Prospect, up sell and cross sell Personal Lines/Commercial/Agri business
- Deal with customer queries and refer unresolved/technical queries to relevant personnel
- Ensure compliance with company systems and procedures
- Accrue and maintain comprehensive knowledge of 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
- Develop mutually beneficial working relationships with local FBD Life and Pension Financial Advisor
- Participate in account management initiatives for Commercial and Agri business
- Assist customers at the initial notification of claims stage
- 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
- Proficient in Microsoft Office Suite
- Previous insurance/financial services experience and sales/customer service experience
Competencies:
- Develop and maintain customer relationships
- Ambitious, target driven and results orientated
- Problem solving
- Meet regulatory requirements as described in the Minimum Competency Code and Fitness and Probity Standards
About FBD:
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.