Financial Services Lead Generator

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Financial Services Lead Generator

To support your work-life balance, this offers 80% home working options following your training period. This is an excellent opportunity to grow and develop your career within a reputable Financial Services organisation. Play a key role in driving our business growth and having a positive impact on the success of our team.

About the Role

Our Financial Services department is expanding to meet the growing demand from our valued customers, and we are excited to offer an excellent opportunity to join our dynamic team as a Financial Services Lead Generator. This is a fantastic chance to play a key role in helping our customers secure their financial future while also building your career in the financial services industry.

We're a team that puts our customers at the heart of everything we do. It's what we've built our reputation on and as a Financial Services Lead Generator you'll ensure we continue to deliver this outstanding service, bringing your personality to the role and establishing long-term, effective relationships with our customers. We're all about warm personalities, quality conversations, and a customer-first attitude.

As a Financial Services Lead Generator you'll be reaching out to our existing insurance customers to explore how we can further protect and grow their assets. You will introduce them to our range of financial products, including protection plans, pensions, investments, and ISAs. Your goal is to engage customers and understand their financial needs before booking an appointment with a Financial Adviser or Non-Advised Sales Consultant.

In addition to working with leads, you'll manage a busy mailbox and incoming calls, ensuring all enquiries are responded to promptly and efficiently.

This is a truly varied and rewarding role where you'll have the opportunity to develop a comprehensive understanding of our financial services offerings. You'll not only gain insight into different aspects of financial protection and growth but also hone your communication, sales, and relationship-building skills to support your future career growth with our organisation.

This role falls under Insurance Distribution Directive requirements, and as a result, role holders will be required to demonstrate ongoing Continuous Professional Development in role, along with undergoing regular re-screening to show that they are of 'Good Repute'.

About You

Driven and enthusiastic, you will leverage your customer service or sales experience to consistently meet targets. Whatever your background, your experience in a customer service setting will be a key asset in this role. To be successful in this role, you will also have:

• Experience working with a sales or customer service role (ideally telephone based)
• Experience of working towards targets would be advantageous
• Excellent organisational skills with a strong attention to detail
• The ability to work collaboratively with internal stakeholders
• Self-motivation and strong resilience

At NFU Mutual, we support an inclusive workplace and value all the differences that make us unique. We celebrate the creativity and innovation that comes from diverse perspectives and experiences and share a common vision of doing the right thing for our customers and employees.

We recognise that some candidates may experience barriers during the recruitment process. So, we encourage candidates to discuss any adjustments or accommodations they need to be the best they can be throughout our recruitment process.

Rewards & Benefits

When you join our team, you can expect a supportive culture and an attractive range of rewards and benefits including:

• Salary offered is £23,500 per annum
• Annual bonus scheme (up to 10%)
• Contributory pension scheme, up to 20%, including your 8% contribution
• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme*
• A Family Friendly policy that helps you balance your work and family responsibilities
• Access to savings at High Street brands, travel, and supermarkets
• £20 contribution to a monthly gym membership - subject to T&Cs
• Health and wellbeing plan- cashback for dentist, opticians, physio and more
• Access to voluntary benefits, including health assessments, private medical insurance and dental insurance
• Employee Volunteering - volunteer in the community for one day each year
• Unlimited access to Refer a Friend £500 bonus scheme
• Life Assurance cover of 4 x salary
• Employee discounts of 15% on a range of NFU Mutual insurance policies.

Working at NFU Mutual

We're one of the UK's leading general insurance and financial services companies. For over 110 years we've put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being 'a great place to work' and are one of only 57 companies across the globe, and one of only two organisations with headquarters in the UK, to receive a Gallup Exceptional Workplace 2023 award. We were also named in the LinkedIn Top 25 Companies List 2021, the Glassdoor Best Places to Work UK List 2023 and 2024 and were recognised as a certified UK Top Employer by the Top Employers Institute in 2023 and 2024.

We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.

Apply now

Stratford-upon-Avon
Tiddington Road
Stratford-upon-Avon
Warwickshire
CV37 7BJ