Customer Service & Financial Services Lead Generator

NFU Mutual; Dungannon; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Salary up to £30,000 per annum

Company Pension

On site free car parking

23 days annual leave + bank holidays

Staff uniform

Comprehensive training and development

Job summary

NFU Mutual is hiring in Dungannon for a Customer Service & Financial Services Lead Generation Adviser. This full-time, office-based role involves delivering high-quality customer service, generating leads, and supporting insurance and financial service products.

The role operates Monday–Friday 9am–5pm with no weekend work, located at Linen Green, Dungannon. You'll work to understand customer needs, book appointments for the Financial Adviser, and ensure compliance with regulatory requirements

Qualifications

• GCSEs English and Maths (or equivalent) are required.
• Strong customer service and communication skills are essential.
• Experience in lead generation or telesales is desirable.

Responsibilities

• Deliver exceptional customer service to new and existing customers.
• Handle enquiries by telephone, email and in person.
• Review and amend insurance policies accurately.
• Process renewals and mid-term adjustments.
• Prepare quotations for customers and maintain client records.
• Identify cross-selling opportunities and arrange appointments for the Financial Adviser.

Skills

Lead generation

Customer service

Outbound calls

Communication

Education

GCSEs English & Maths

Tools

Microsoft Office

Job description

NFU Mutual is hiring in Dungannon for a Customer Service & Financial Services Lead Generation Adviser. This full-time, office-based role involves delivering high-quality customer service, generating leads, and supporting insurance and financial service products.

The role operates Monday–Friday 9am–5pm with no weekend work, located at Linen Green, Dungannon. You'll work to understand customer needs, book appointments for the Financial Adviser, and ensure compliance with regulatory requirements