Job Overview
The function of the Sales Development Co-ordinator is to achieve individual sales targets, together with leading / co-ordinating Commercial / Agri sales and superior customer service within the office. Working closely with and reporting to the Branch Manager, they will be results orientated.
Job Responsibilities
- Being proactive in achieving individual sales targets together with coordinating prospecting, up selling and cross selling within the office.
- Managing and carrying out daily office administration, ensuring that individual daily tasks are clearly understood and implemented through regular meetings and direction.
- 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.
- Working flexibly within the Sales Office and participating in various office tasks.
- Acquiring and maintaining comprehensive up-to-date knowledge and information of all the Company’s product range and compliance requirements and completing relevant industry qualifications as appropriate.
- Developing mutually beneficial working relationships and working closely with the local FBD Life Financial Planning Adviser, to continuously enhance the overall FBD Group service delivery to customers.
- Participating in account management initiatives of Commercial and Agri business.
- Part-taking in on-going renewal follow ups / revisions; identifying sales opportunities, cover / rate improvements, as appropriate.
Job Responsibilities
- Assisting customers at the initial notification of claims stage, in line with company procedures.
- Taking responsibility for individual outstanding debit/premium collections.
- Ensuring dedicated support to the Branch Manager / Sales Executive.
- Motivating, encouraging and providing leadership, support and development assistance to the Sales Office team.
- Monitoring and measuring Sales Advisor performance and providing regular feedback and coaching also as required.
- Acting as office contact and support for the sales office staff, head office, Branch Manager, Sales Executive and Regional Sales Manager.
- Administration of Personal Lines business as required.
- Administration of Commercial/Agri business as required.
- Carrying out administration as required.
- Carrying out such duties as management may require from time to time.
Education
Qualified to Approved Product Advisor (APA), Approved Product Professional (APP), Certified Insurance Practitioner (CIP) or Grandfathered Accreditation.
Experiences
- Previous insurance/financial services experience would be advantageous but not essential.
- Sales/customer service experience in a similar role would be a distinct advantage.
- Have the capacity to deal successfully with new challenges and opportunities as they emerge for the Company.
- Highly computer literate with good knowledge of Progen, TIA and Microsoft Office.
- Good numeracy and analytical skills are essential.
- Strong organisational and time management skills and be able to produce accurate, quality information within agreed timescales.
Competencies
- Meet regulatory requirements as described in the Minimum Competency Code (Source: Central Bank, 2011) and Fitness and Probity Standards (Source: Central Bank, 2012).
- Ability to achieve results through others
- Coaching and mentoring
- Excellent communication skills
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.
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This role is being offered on a fixed term contract with a closing date of 28th August.
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.