Role Overview
The primary function of the Sales Advisor is to deliver sales of Personal Lines, Agri, and Commercial Business. This role will involve 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:
* Proactively achieve individual sales targets by prospecting, up-selling and cross-selling Personal Lines/Commercial/Agri business.
* Address customer queries and refer unresolved or technical queries to relevant personnel.
* Maintain comprehensive knowledge of FBD's commercial product range and compliance requirements.
* Work collaboratively within the Sales Office and participate in various office tasks, including market visits.
* Provide relief support to other Sales Offices in the region as required.
* Foster mutually beneficial relationships with local FBD Life and Pension Financial Advisors to enhance overall service delivery to customers.
* Participate in account management initiatives for Commercial and Agri business.
* Engage in ongoing renewal follow-ups and revisions to identify sales opportunities and improve cover/rates.
* Assist customers at the initial notification of claims stage, following company procedures.
* Take responsibility for individual outstanding debit/premium collections.
Requirements:
* Leaving Certificate or equivalent qualification, and/or a relevant third-level degree.
* Desirable: Qualified Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation; assistance will be provided to obtain this qualification within specified timeframes.
Desired Skills:
* Proficient in Microsoft Office Suite, specifically Microsoft Word, Excel, and Outlook.
* Prior insurance/financial services experience is advantageous.
* Sales/customer service experience.
* A proactive approach with a positive attitude.
* Customer-focused with excellent communication and organisational skills.
Competencies:
* Develop and maintain customer relationships.
* Ambitious and target-driven with a results-oriented approach.
* Effective problem-solving skills.
* Compliance with regulatory requirements, as outlined in the Minimum Competency Code and Fitness and Probity Standards.
This role falls under the Central Bank of Ireland's Fitness and Probity Regime, and you are expected to adhere to its standards at all times. The Sales Advisor position has been designated as a CF3, CF4 function.
This permanent contract sits within Pay Band A of FBD's Sales Functions Pay band.
FBD is an inclusive Equal Opportunity employer, considering applicants regardless of age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, and social circumstances.
Seniority level: Entry-level
Employment type: Full-time
Job function: Sales and Business Development
Industries: Insurance