Insurance Sales Adviser

7 months ago

Welshpool, United Kingdom NFU Mutual Agency Full time

**The Role**:
**Salary £21k to £25k (DOE)**
**Full Time position, Permanent Contract, Hours - 35 hrs per week**
**Location: Welshpool**

**Introduction to NFU Mutual**

NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its customers, for over 110 years. We carefully balance delivering excellent service to our customers whilst ensuring the business is run effectively. As a mutual, supporting our customers and paying their claims comes first. We are a top ten UK insurance company and the UK’s largest rural insurer, with an agency network of over 250 local offices.

**About the Agency**

As a local agency of NFU Mutual we deliver a first-class service, and sell their product range across our region, to customers old and new, who are at the core of everything we do. We are a business where honesty, integrity, and trust are at the heart of our values. We champion the personal approach to customer service that NFU Mutual are famous for.

**About the role**:
As a Sales Adviser, you will play a key role in the success of an expanding local business, ensuring we are never short of new business opportunities. You will primarily generate outbound sales opportunities and appointments for the Agent, internal sales team and our Financial Adviser.

Working in a friendly and supportive environment the main purpose of your role will be:

- To generate General insurance leads and cross sell opportunities, working towards a weekly target in terms of customers called, leads obtained.
- Work closely with your line manager, Agency and Head Office staff to understand our risk appetite and prospecting opportunities.
- Develop and manage our Customer Relationship Management (CRM) Database, establishing a pipeline of business that is sufficient to achieve targets
- Work in conjunction with your colleagues to maximise cross sell opportunities for Financial Services and Risk Management services sales campaigns
- Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences
- Support and deliver Agency sales and marketing initiatives, with an opportunity to include managing our social media profile
- Sales support to the Commercial Sales Team, including preparation of documentation, follow-up activities and post-sale client paperwork

**About You**:

- Resilient, charismatic and brilliant with people, you’ll be confident engaging with and influencing a wide range of stakeholders
- Self-motivated and thrive on the challenge of meeting and exceeding targets
- Experience in Sales and/or Insurance is desirable
- Strong IT literacy (particularly Microsoft 365)
- Flexible, adaptable and a creative thinker
- Highly organised and able to manage competing priorities
- Minimum 5 GCSE’s at Grade 4 / C or equivalent, including Maths and English
- Experience of working in a regulated industry is an advantage

**Our commitment to you**:
We offer a professional, hardworking, supportive and friendly environment with a strong team ethos and ethical practices. To allow you to perform at your best, we will invest in your personal development and provide a comprehensive training plan with the ability to develop your role within our business.

**Benefits**
- Up to 25 days annual leave plus bank holidays
- No weekends or evenings
- Enviable and modern large open plan office in a town centre location
- Flexible working available
- Monthly team lunch provided
- Contributory Pension scheme

**Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.

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