Customer Sales Adviser Welshpool

NFU Mutual; Welshpool; Hybrid; GBP 22,000 - 28,000; Full time

Job summary

NFU Mutual is seeking a Customer Sales Adviser in Welshpool to provide exceptional service and support to clients while working in a dynamic team environment. This full-time role offers comprehensive training and opportunities for professional development, making it suitable for both experienced candidates and those looking to start a career in insurance. Alongside a competitive salary, the position includes numerous benefits such as a contributory pension scheme and flexible working options.

Benefits

Up to 25 days annual leave plus bank holidays

Financial support for gaining CII qualifications

Flexible working available

Monthly team lunch provided

Contributory Pension scheme

Qualifications

• Confident communicator, verbal and written.
• Ability to manage a busy workload and prioritise tasks.
• Customers experience-oriented with enthusiasm and drive.

Responsibilities

• Provide sales and service for Personal Lines customers.
• Support with policy renewals and processing amendments.
• Identify cross-selling opportunities for customers.

Skills

Communication

Organizational Skills

Customer Service

Sales Experience

Attention to Detail

Education

Minimum of 5 GCSEs at grade 4/C or above

Job description

Customer Sales Adviser
Salary: Competitive, depending on experience
Full Time position, Permanent Contract, 35 hrs per week
Location: Welshpool
Flexible Working considered

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 Welshpool Agency.

About the role:

As a Customer Sales Adviser within our team, you will play a key role in the success of an expanding local business, ensuring the office runs like clockwork and our customers are always happy.

• Initially you willprovide sales and service for Personal Linescustomers. As you gain more experience, we will train you in our Commercial products so that you can assist our business customers.
• Provide exceptional administrative support, including reviewing and processing policy renewals and mid-term amendments.
• Identify and initiate cross-selling opportunities.
• Acquire and maintain knowledge of NFU Mutual General Insurance products.
• Spot opportunities to introduce customers to our Financial Adviser.
• Maintain customer relationships, to enhance and protect NFU Mutual’s reputation and brand.
• Perform other duties as assigned.

About you:

• Professional, hardworking with an attention to detail and a ‘can-do’ attitude
• A confident and effective communicator, both verbal and written
• Great organisational skills and the ability to manage a busy workload and prioritise tasks
• Customer Service and/or Sales experience is desirable; however insurance experience is not essential as we provide full training.
• Individuals who can demonstrate the drive, energy and enthusiasm required to provide a fantastic customer experience to our existing and prospective clients.
• Confidence with IT systems.
• Minimum requirement of 5 GCSE’s grade 4 / C or above which must include English and Maths.

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. There will be opportunities to study for the Chartered Insurance Institute (CII) professional qualifications.

Starting salary is competitive depending on experience and we provide the opportunity to increase your salary as you progress within our business.

• Up to 25 days annual leave plus bank holidays
• Up to an additional 12 days leave via our TOIL scheme
• Financial support in gaining CII qualifications
• Enviable and modern large open plan office in a town centre location
• Flexible working available
• Monthly team lunch provided
• Contributory Pension scheme

Please apply in writing with CV and covering letter to: [e-mail]

Closing date for all applications: 27th June 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.