Job Overview
The primary function of the Sales Advisor is to deliver sales of Personal Lines, Agri and Commercial Business.
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 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 Companys commercial product range and compliance requirements.
* 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 with the local FBD Life and Pension Financial Advisor, to continuously enhance the overall FBD Group service delivery to customers.
Education and Experience
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.
Proficient in Microsoft Office Suite, Microsoft Word, Excel, Outlook.
Previous insurance/financial services experience would be advantageous.
Sales/customer service experience, proactive 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.