Sales Advisor Cavan

FBD Holdings PLC; Ireland; On-site; EUR 28,000 - 36,000; Full time

Benefits offered by this job

Competitive performance-related bonus

Employer pension contributions

Paid maternity and paternity leave

Discounts on insurance: 50% off car &

30% off travel insurance

Professional Development Opportunities

Wellness wallet and wellbeing Initi"

Job summary

FBD Holdings PLC is seeking a Sales Advisor to drive sales across Personal Lines, Agri and Commercial Business. You will support the Sales Office to deliver customer care and achieved sales targets while strengthening the local FBD brand.

The role involves working with the Branch Manager, handling queries, staying compliant with regulatory standards, and collaborating with the Life and Pension advisor to enhance service delivery. This fixed-term contract offers opportunities for development.

Qualifications

• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Insurance/financial services experience is advantageous.
• Proactive, energetic and positive outlook.
• Excellent communication and organisational skills.
• Develop and maintain customer relationships.
• Ambitious and results oriented.
• Regulatory compliance knowledge is a plus.

Responsibilities

• Meet sales targets through prospecting, upselling and cross-selling of Personal Lines/Commercial/Agri business.
• Handle customer queries and refer unresolved queries to the relevant personnel.
• Ensure all systems and procedures are followed as laid down by the Company.
• Maintain up-to-date knowledge of the product range and compliance requirements.
• Provide relief to other Sales Offices in the region when required.
• Develop mutually beneficial working relationships with the local Life and Pension Financial Advisor.
• Participate in account management for Commercial and Agri business.
• Follow up on renewals and identify cover/rate improvement opportunities.
• Assist customers at initial notification of claims in line with procedures.
• Take responsibility for outstanding debit/premium collections.

Skills

MS Word

MS Excel

MS Outlook

Communication

Organisational skills

Customer relationships

Ambitious

Target driven

Education

Leaving Certificate or equivalent / third level qualification

Tools

CRM systems

Job description

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FBD is Ireland's largest homegrown insurer, supporting consumers, farmers, and businesses nationwide for over 50 years. With a local network of 34 branches and a commitment to genuine customer service, we are uniquely positioned to meet our customers’ needs. As an Irish-owned company, we take pride in fostering an inclusive environment, evidenced by our Gold Accreditation from Investors in Diversity (IiD) through the Irish Centre for Diversity. Our culturevalues work-life balance and creates a friendly atmosphere where our people can thrive, feel valued and contribute to achieving FBD's strategic goals.

About the Role

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.

Job Responsibilities

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

• Being proactive in achieving individual sales targets including prospecting, up selling and cross selling of Personal Lines/Commercial/Agri business.
• 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 Company’s commercial product range and compliance requirements and completing relevant industry qualifications and CPD hours as appropriate.
• Working flexibly within the Sales Office and participating in various office tasks which may include going to the Mart.
• Providing relief to other Sales Offices in the region, as required.
• Developing mutually beneficial working relationships and working closely with the local FBD Life and Pension Financial Advisor, to continuously enhance the overall FBD Group service delivery to customers.
• Participating in account management initiatives for Commercial and Agri business.
• Part taking in on-going renewal follow ups/revisions; identifying sales opportunities, cover/rate improvements, as appropriate.
• Assisting customers at the initial notification of claims stage, in line with company procedures.
• Taking responsibility for individual outstanding debit/premium collections.

Job Responsibilities

• Providing dedicated support to the Sales Executive/Branch Manager, as directed.
• Administration of Personal Lines/Commercial/Agri business as required.
• Carrying out such duties as management may require from time to time

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 Grandfathered Accreditation is desired however assistance will be given to obtain this qualification within the timeframes outlined by the Central Bank of Ireland.

Experiences

• Proficient in Microsoft Office Suite - Microsoft Word, Excel, Outlook
• Previous insurance/financial services experience would be advantageous
• Proactive / energetic approach / positive outlook
• Excellent communication and organisational skills.
• Develop and maintain customer relationships
• 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).

MCC

This is a controlled function under the Central Bank of Irelands Fitness and Probity Regime. As such you are expected to know and comply with the standards at all times.

The role as a Sales Advisor has been identified as holding a CF3, CF4, designation.

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This role is being offered on a fixed term contract.

This role sits within Pay Band A of FBD's Sales Functions Pay band.

Our Benefits Include:

• Competitive performance-related bonus
• Employer pension contributions
• Paid maternity and paternity leave
• Discounts on insurance: 50% off private car and home insurance, 30% off travel insurance
• Professional Development Opportunities
• Wellness wallet and wellbeing initiatives