Sales Advisor Skibbereen

FBD Holdings plc

Cork

On-site

EUR 30,000 - 38,000

Full time

15 hours ago
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Benefits offered by this job

Competitive performance-related 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 and wellbeing

Job summary

FBD Holdings plc in Cork is seeking a Sales Advisor to drive sales across Personal Lines, Agri and Commercial Business. The role supports the Sales Office to deliver exceptional customer care and achieve sales targets while upholding FBD Brand standards.

Key duties include proactive prospecting, cross-selling, handling queries, and maintaining up-to-date knowledge of products and regulatory requirements. A permanent contract with competitive benefits awaits.

Qualifications

  • Strong sales and customer service experience.
  • Proactive and energetic approach with a positive outlook.
  • Excellent communication and organisational skills.
  • Proficient in Microsoft Office and financial services knowledge.

Responsibilities

  • Achieve individual sales targets through prospecting and upselling.
  • Handle customer queries and refer complex issues as needed.
  • Maintain knowledge of product range and compliance requirements.
  • Support in account management for Personal Lines/Agri/Commercial.

Skills

Sales
Customer Service
Financial Services

Education

Leaving Certificate or equivalent
APA/APP/CIP qualification or Grandfathered Accreditation

Tools

Microsoft Office Suite

Job description

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
  • 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 Companys 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 permanent contract. This role sits within Pay Band A of FBDs Sales Functions Pay band.

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
We offer

THis is an FBD Branch based role.

Skills
  • Sales Customer Service Financial Services
Benefits
  • Bonus
  • Paid Holidays
  • Pension
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