Job Overview
The primary function of the Sales Advisor is to deliver sales of Personal Lines, Agri and Commercial Business.
This role involves assisting in the overall running of the Sales Office to deliver a superior and efficient customer care service that produces agreed sales results while enhancing the local FBD Brand.
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 Company's 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 the 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.
* Partake 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.
* 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.