Company description: FBD Holdings PLC Job Overview: The primary function of the Sales Advisor is to deliver sales of Personal Lines, Agri and Commercial Business. The 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.
The Sales Advisor will work closely with the Branch Manager and Sales Development Co-Ordinator to achieve individual sales targets, including prospecting, up selling and cross selling of Personal Lines/Commercial/Agri business.
The ideal candidate will have a proactive approach, excellent communication and organisational skills, and be able to develop and maintain customer relationships.
Key Responsibilities include:
* Dealing with customer queries and referring unresolved/technical queries to the relevant personnel.
* Ensuring all systems and procedures as laid down by the Company are complied with.
* Accruing and maintaining comprehensive up-to-date knowledge and information of the Companys commercial product range and compliance requirements.
* Participating in various office tasks which may include going to the Mart.
* Providing relief to other Sales Offices in the region, as required.
Additional responsibilities include developing mutually beneficial working relationships with the local FBD Life and Pension Financial Advisor, participating in account management initiatives for Commercial and Agri business, and taking part in on-going renewal follow ups/revisions; identifying sales opportunities, cover/rate improvements, as appropriate.
The successful candidate will also take responsibility for individual outstanding debit/premium collections and assist customers at the initial notification of claims stage, in line with company procedures.
Requirements: 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 however assistance will be given to obtain this qualification within the timeframes outlined by the Central Bank of Ireland.
Previous insurance/financial services experience would be advantageous, and the ideal candidate will have proficient skills in Microsoft Office Suite, particularly Microsoft Word, Excel, and Outlook. A proactive / energetic approach, positive outlook, and customer focused attitude are essential for success in this role.
Competencies: Ambitious, Target driven & results orientated, Problem solving, Meet regulatory requirements as described in the Minimum Competency Code (Source: Central Bank, 2011) and Fitness and Probity Standards (Source: Central Bank, 2012).