Sales Specialist Life

4 days ago

Dublin, Dublin City, Ireland FBD Insurance Full time

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.

Job Responsibilities

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.

Competencies

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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