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Sales Specialist Life & Pensions, Dublin
Client: FBD Insurance
Location: Dublin, Ireland
Job Category: Other
EU work permit required: Yes
Job Reference: fea913f12461
Job Views: 56
Posted: 21.01.2025
Expiry Date: 07.03.2025
Job Description:
Job Overview
Reporting to the Sales Manager, Life & Pensions, the role offers the successful individual the opportunity to develop their career within a long-established, ambitious and growing Company. The Sales Specialist, Life & Pensions will work closely with FBD Insurance management and staff locally.
Job Responsibilities
* Achieve revenue/business targets for life, pension and investment business while working to the expected high standards of professionalism and advice, always conducting a comprehensive fact find with customers to identify and prioritise their financial planning needs and objectives.
* Deputise for Sales Manager and assist with job responsibilities to motivate Financial Advisor team to achieve their individual and team sales targets.
* Create and execute a strategic sales plan that expands our customer base across the wider Dublin region and other areas as required.
* Proactive in developing internal and external relationships to promote, maintain and grow FBD Financial solutions business.
* Operate to the quality standards defined including, processes, technology and procedures and ensure compliance to company standard, policy and procedures and regulatory requirements.
* Represent the business as required on parallel projects, and with external partners as required.
* Take responsibility for personal development by consistently and proactively improving personal sales ability, technical skills, and industry knowledge.
Education
* Recognised Qualification (e.g. QFA, CFP).
* Degree qualification in a relevant business degree discipline.
Experiences
* Minimum of 5 years’ experience in customer, ideally private client, relationship management and business development roles.
* Proven ability to identify customer needs and make recommendations in relation to Investment, Life & Pensions requirements.
* Proven delivery of commercial goals, revenue growth and sales excellence.
* Experience in achieving high standards in risk and compliance.
* Self-starter with high energy.
* Sales experience to intermediaries or the public.
* Proficiency in MS Office suite of products and in electronic point of sale and administration systems.
* Customer Relationship Management: takes responsibility for ensuring that customer interaction is delivered to a high level of satisfaction with the customer.
* Planning & Organisation: prioritises competing tasks in a busy environment.
* Excellent interpersonal, communication and organisational skills.
* Problem solving & Decision making: analyses & deals with issues, seeks support as required and takes decisions.
* Drive for results: works efficiently to achieve results.
MCC
Under the Central Banks fitness and probity regime, this role carries the following Controlled Function designation: CF3 & 4.
This role sits within Pay Band M/S of FBD’s Commercial's Pay band.
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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.
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