Sales Advisor Baggot Street

3 weeks ago

Dublin, Dublin City, Ireland FBD Insurance Full time

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The primary function of the Sales Advisor is to deliver sales of Personal Lines, Agri, and Commercial Business. The 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.

Job Responsibilities

Working closely with and reporting to the Branch Manager and Sales Development Co-Ordinator, you will be results-focused. Your key responsibilities will include:

  1. Achieving individual sales targets through prospecting, up-selling, and cross-selling of Personal Lines, Commercial, and Agri business.
  2. Handling customer queries and referring unresolved or technical queries to the relevant personnel.
  3. Ensuring compliance with all systems and procedures laid down by the Company.
  4. Maintaining up-to-date knowledge of the Company's commercial product range and compliance requirements, and completing relevant industry qualifications and CPD hours.
  5. Participating in various office tasks, including going to the Mart, and working flexibly within the Sales Office.
  6. Providing relief to other Sales Offices in the region, as required.
  7. Developing mutually beneficial relationships and working closely with the local FBD Life and Pension Financial Advisor to enhance service delivery.
  8. Participating in account management initiatives for Commercial and Agri business.
  9. Following up on renewals, identifying sales opportunities, and suggesting cover or rate improvements as appropriate.
  10. Assisting customers at the initial notification of claims, following company procedures.
  11. Managing individual outstanding debit and premium collections.

Additional Responsibilities

  • Providing support to the Sales Executive/Branch Manager as directed.
  • Handling administration for Personal Lines, Commercial, and Agri business.
  • Performing duties as required by management.

Education

  • 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 holding Grandfathered Accreditation is preferred; assistance will be provided to obtain these qualifications within the Central Bank of Ireland's timeframes.

Experiences

  • Proficiency in Microsoft Office Suite – Word, Excel, Outlook.
  • Experience in insurance or financial services is advantageous.
  • Proactive, energetic, and positive outlook.
  • Excellent communication and organizational skills.
  • Ability to develop and maintain customer relationships.
  • Ambitious, target-driven, and results-oriented.
  • Strong problem-solving skills.
  • Compliance with the Minimum Competency Code and Fitness and Probity Standards of the Central Bank of Ireland.

MCC

This is a controlled function under the Central Bank of Ireland's Fitness and Probity Regime. You are expected to know and comply with the standards at all times. The role of a Sales Advisor is identified as holding a CF3, CF4, designation.

Additional Information

This role is offered on a permanent contract and sits within Pay Band A of FBD's Sales Functions Pay Band.

Equal Opportunity Statement

FBDis an inclusive employer that considers applicants regardless of age, gender, ethnicity, culture, religion, language, sexual orientation, ability, disability, and social circumstances.

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