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The function of the Sales Development Co-ordinator is to achieve individual sales targets, lead and coordinate 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
1. Proactively achieve individual sales targets and coordinate prospecting, up-selling, and cross-selling within the office.
2. Manage and carry out daily office administration, ensuring tasks are understood and implemented through regular meetings and guidance.
3. Handle customer queries and refer unresolved or technical issues to relevant personnel.
4. Ensure compliance with all systems and procedures as laid down by the Company.
5. Work flexibly within the Sales Office and participate in various office tasks.
6. Maintain comprehensive, up-to-date knowledge of all the Company’s products and compliance requirements; complete relevant industry qualifications as appropriate.
7. Develop mutually beneficial relationships and work closely with the local FBD Life Financial Planning Adviser to enhance overall service delivery.
8. Participate in account management initiatives for Commercial and Agri business.
9. Follow up on renewals, identify sales opportunities, and suggest cover/rate improvements as appropriate.
Additional Responsibilities
1. Assist customers at the initial notification of claims, following company procedures.
2. Manage individual outstanding debit/premium collections.
3. Provide dedicated support to the Branch Manager and Sales Executive.
4. Motivate, support, and develop the Sales Office team; monitor and provide feedback on performance.
5. Act as a contact and support point for sales staff, head office, and regional managers.
6. Administer Personal Lines, Commercial, and Agri business as required.
7. 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 hold Grandfathered Accreditation.
Experience
* Previous experience in insurance or financial services is advantageous but not essential.
* Experience in sales or customer service in a similar role is a plus.
* Ability to handle new challenges and opportunities for the Company.
* Highly proficient in Progen, TIA, and Microsoft Office.
* Strong numeracy, analytical, organizational, and time management skills.
* Ability to produce accurate, high-quality information within deadlines.
* Meet regulatory requirements as per the Minimum Competency Code and Fitness and Probity Standards from the Central Bank.
* Proven ability to achieve results through others, coaching, and mentoring skills.
MCC
This role is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. You are expected to know and comply with these standards at all times.
Contract
This role is offered on a permanent basis.
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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