Sales Advisor - Monaghan

FBD Insurance; Monaghan; On-site; EUR 29,000 - 38,000; Full time

Benefits offered by this job

Competitive bonus

Employer pension contributions

Private health insurance allowance

Paid maternity and paternity leave

Discounts on insurance: 50% off car &

30% off travel insurance

Professional Development Opportunities

Wellness wallet

Job summary

FBD Insurance is seeking a Sales Advisor to drive sales across Personal Lines, Agri, and Commercial Business. You will support the Sales Office operations and deliver high-quality customer care to achieve sales targets.

You will work with the Branch Manager and Sales Development Co-ordinator, handle queries, stay compliant with regulations, and participate in regional coverage and renewal activities while contributing to the local FBD Brand.

Qualifications

• Leaving Certificate or equivalent or higher education is required.
• Familiarity with insurance/financial services is advantageous.
• Strong sales and customer service background is expected.

Responsibilities

• Deliver sales of Personal Lines, Agri and Commercial Business.
• Assist in running the Sales Office to provide excellent customer care.
• Achieve individual sales targets through prospecting and cross-selling.
• Handle customer queries and route technical questions appropriately.
• Maintain knowledge of product range and compliance requirements.
• Support other Sales Offices within the region as needed.
• Participate in account management initiatives for Commercial and Agri business.
• Assist with renewal follow ups and debit/premium collections.

Skills

Microsoft Office Suite

Word

Excel

Outlook

Sales experience

Customer service

Communication

Organisational skills

Education

Leaving Certificate or equivalent

APA/APP/CIP accreditation desirable

Tools

None

Job description

Talent, Support, Success.

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 culture values 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.

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
• Sales/customer service experience.
• Proactive / energetic approach / positive outlook
• Customer focused
• Excellent communication and organisational skills.

Competencies

• 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.

Footer

This role is being offered on a temporary 6 month 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
• Private health insurance allowance
• 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