Monday to Friday 9.00 am to 5.00 pm (37.5 Hours ) Will consider part-time and hybrid working
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.
An exciting opportunity has now arisen within the Colchester Agency.
About the Role
As part of our continued growth strategy, we are seeking a proactive and outgoing Lead Generator to support our sales and marketing activity by identifying and generating high-quality leads for our Commercial, Personal and Financial Services teams.
This role requires an individual who can confidently engage with local businesses and communities to identify opportunities, initiate conversations, and support wider marketing campaigns through networking and event attendance.
You’ll play a key role in raising the profile of the agency, building local awareness of our services, and contributing directly to our lead pipeline and growth across key sectors. This role supports the agency’s alignment with NFU Mutual’s strategic objectives.
Key Responsibilities:
* Proactively identify and qualify potential new business opportunities across commercial and personal insurance, as well as financial services, through outbound calls, emails, networking, referrals, and local canvassing.
* Appointment booking for New Business opportunities for Commercial Sellers.
* Relationship Development - build strong working relationships with local businesses, groups, and stakeholders to help develop long-term lead opportunities and referrals.
* CRM & Data Management - record and track lead activity using internal CRM tools and processes. Ensure all interactions are accurately captured and followed up in a timely manner.
* Cross-Selling Opportunities - Identify cross-sell and referral opportunities for insurance, financial services, risk management and health & safety consultancy, passing qualified leads to the relevant sales team.
* Compliance & Conduct - ensure all activity is undertaken in a compliant, customer-centric way, acting in line with FCA principles and NFU Mutual’s internal policies.
Performance Expectations:
* Volume and quality of leads generated
* Conversion rates from lead to opportunity
* Adherence to compliance and conduct standards
About You
* Excellent communication and interpersonal skills
* Confidence in approaching and speaking with new people
* Energetic, self-motivated, and proactive mindset
* Ability to organise and manage your own workload effectively
* Strong attention to detail in logging and qualifying leads
* Experience in sales, telemarketing, events, or customer-facing roles
* Understanding of general insurance and/or financial services sectors
* Experience with CRM systems or lead-tracking tools
* Full training & development will be provided which includes technical knowledge and sales soft skills
* Support with CII qualifications
* A supportive and friendly working environment
* Free parking at our office in Great Tey
* Company Pension Scheme
Please apply in writing with CV and covering letter to: Lorraine Mead at Lorraine_e_mead@nfumutual.co.uk. (Your data will be stored for up to 1 year).
No Agencies please.
Closing date for all applications: 25th August 2025.
Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
Whatever your role, as a key member of your agency team, you’ll enjoy the chance to develop your insurance industry knowledge and skills and build a rewarding career. For most roles you won’t necessarily need an insurance background. It’s more about your personal qualities – your ability to learn quickly, develop strong working relationships with a range of different people and give customers excellent service, with trusted advice and products.
Bring these qualities and you’ll be supported with a full range of training and development opportunities so you can build the career you want. These include the chance to gain an apprenticeship, as well as support to study for professional qualifications and full training in all aspects of the insurance industry.
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