APA Direct Sales 15ph D2

Role Description

A highly successful, innovative and tech savvy Banking organisation based in Dublin City Centre is looking to hire Phone Agents into their Current Account Department. This is an excellent opportunity to become part of a rapidly expanding organisation that are looking to train, retain and promote staff to help grow the business and develop your career.

Key Duties & Responsibilities:
The purpose of this role is to provide a comprehensive service to Direct Clients and to ensure the smooth processing of their Mortgage, Deposit, Current Account or Insurance application.
Key responsibilities include:

  • Selling mortgages, deposits, current account and insurance products through a range of market channels.
  • Providing a comprehensive and professional selling, advisory and delivery service to clients.
  • Convert enquiries into sales opportunity and ensure the highest service level throughout the process.
  • Provide each client with a personal point of contact and ensure the smooth processing of applications from initial inquiry.
  • Package and submit mortgage/ assurance/ insurance forms to underwriters/ insurers/ assurers.
  • Negotiate and secure formal loan offer and terms from insurer/ assurer.
  • Generate fee income from each sale.

Person Specification
Knowledge, Education & Experience:

  • The successful candidate will typically have up to 2 years’ experience within a similar environment.
  • Relevant third level qualification or professional equivalent.
  • QFA qualified or minimum APA Loans or Savings and Investments and committed to further continuous development

This position is initially a rolling temp contract with the view to moving into a permanent contract.  

For more information please contact Ingrid on 015005922


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