Financial Lead Generator and Administrator
- Employer
- NFU Mutual
- Location
- Bourne, East, Great Britain
- Salary
- £8,000 Salary (dependant on experience)
- Closing date
- 14 Sep 2024
Job Details
Financial Lead Generator and Administrator
Circa £8,000 Salary (dependant on experience)
Part Time position
Permanent Contract
Location: Bourne & Sleaford offices. Remote working is a possibility once trained and established relationships with the team and the Financial Adviser.
4 days a week, flexible hours per day, 3 hours per day.
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 Bourne, Boston & Sleaford Agency.
About the role:
This is an integral role to our Financial Services proposition and your experience in generating leads from an existing book of customers, qualifying customer leads generated by the team and providing high-quality administrative support will be invaluable to the whole team. You will act as the point of contact for the team and client queries with regards to pensions, investments, and protection products as well as liaising closely with Financial Adviser.
If you are a highly motivated and have relevant experience with a proven track record of success in a similar role, we encourage you to apply.
There is no advice to be given to customers and you are not required to hold Financial Services qualifications.
About you:
• Charismatic and brilliant with people.
• Excellent time management and organisational skills.
• Be able to engage with customers and demonstrate the value in our Financial Services proposition.
• Be willing to learn and be enthusiastic. Able to problem solve, use own initiative and judgement.
• Demonstrate attributes of honesty, integrity, due skill, care, and diligence. Be flexible, adaptable, and open to new ideas.
• Strong I.T. literacy, being proficient in the use of MS Office Applications including Outlook, Teams, Word, and Excel.
• A minimum of 5 GCSEs 9-5, or equivalent, including Maths and English.
Our commitment to you:
You can expect full training in a professional, hardworking, friendly, and supportive environment. We encourage and support development and progression within our team and the opportunity to complete funded Chartered Insurance Institute (CII) qualifications is a possibility.
Benefits
- Company Pension.
- Healthcare cash plan after qualifying period of service.
Please apply in writing with CV and covering letter to: simon_goode@nfumutual.co.uk
Our business is committed to ensuring the security and protection of the personal information that we process, and to provide a compliant and consistent approach to data protection. We are processing this data for recruitment purposes only.
To learn more about how we collect, keep and process your private information in compliance with GDPR, please contact the hiring manager.
Closing date for all applications: 13th September 2024.
Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
Company
Welcome to NFU Mutual
We are a leading provider of General Insurance and Financial Services. From our strong farming roots we’ve grown to become a UK-wide organisation, turning over £1billion annually. Yet success hasn’t gone to our heads. We’re proud to remain completely customer focused, down-to-earth and committed to the rural communities we’ve grown from.
Our ethos - of trust, respect and personal service - lies at the heart of all we do and has seen us build an enviable reputation for exceptional member loyalty. Though we’ve been in business for over 110 years, we have big ambitions for the future. And that’s why we’re looking for talented people to join our growing organisation. Talented people like you.
NFU Mutual has again been named as a Gallup Exceptional Workplace Award winner in 2022.
We are one of only 39 companies across the globe and the only UK headquartered organisation to win this award.
The Gallup Exceptional Workplace award
The international Gallup Exceptional Workplace award is evaluated carefully by a panel of judges and given only to organisations that meet rigorous standards of employee engagement. The award requires entrants to clearly evidence how they fuel business performance through an engaged workforce.
NFU Mutual builds on an existing reputation as an exceptionally engaged workforce, having achieved frequent award recognition from Gallup in previous years.
Trisha Jones, HR Director at NFU Mutual, said: “NFU Mutual is committed to being a great place to work. We work hard to maintain the exceptional engagement standards we have built with our people and are delighted to have received this recognition once again.
“The commitment and engagement of NFU Mutual employees is fundamental to the ongoing success of our business and we’ll never take it for granted. From supporting health and wellbeing to encouraging career development, we’re passionate about creating an environment where employees can thrive and achieve their full potential.”
Jim Harter, Gallup’s chief scientist of workplace management and wellbeing, said: “This award recognises the most engaged workplace cultures in the world. Gallup’s 2022 GEWA winners have steered their organisations through another unprecedented and challenging year. They didn’t slow down or hit ‘pause’ during times of uncertainty. They stayed true to their organisational values. Gallup commends all of the 2022 GEWA winners for their resiliency, determination and commitment to making their people a priority.”
Applying to NFU Mutual
Choosing the right employer is a big decision – we understand that. That’s why we have a dedicated Resourcing team who’ll manage your application and support you through the process.
We want to work with talented people from a diverse range of backgrounds who share our vision and values to achieve more together. So, during our recruitment process, you’ll find different ways for us to get to know each other and find out if we’re a good match. See more about the recruitment process.
Lisa’s Story
Lisa is a Motor Claims Manager in Bristol. She says, “I love the ethos and values of the company and I also genuinely love the people that I work with. In my role I get a huge amount of variety and I can get involved in almost anything I am interested in. I feel valued, supported, and listened to and also that I can be part of the solution when we have challenges to overcome.”
Vicki’s Story
Vicki is a Regional Department Manager. She says, "NFU Mutual does the right thing by their customers. And such great customer service must come from great people, who in turn must come from a great employer. It really is a lovely place to work. You’re not rushed to shift cases off your desk quickly, but given the time to make the right decisions.
It’s a forward thinking company. They invest in their people so you can see a clear path ahead for yourself as well as the company. It’s no wonder they have a lot of loyal people on board."
Steve’s Story
Steve is Head of Pricing Analytics. He says, “I was initially attracted towards finding more out about the role because of NFU Mutual’s strong reputation within the industry for fairness, ethics and customer focus. As I found out more about the role, it also became apparent that the general culture, and the ambitions of the Pricing Department were well aligned with my own goals and preferred ways of working.”
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