Financial & Commercial Lead Generator

NFU Mutual; Basingstoke; On-site; GBP 30,000 - 36,000; Full time

Benefits offered by this job

23 days holiday + Bank Holidays

Workplace pension

Free parking

Full training and support on insurance

Job summary

NFU Mutual North Hampshire Agency is seeking a Financial & Commercial Lead Generator to join our Customer Services team in Dummer, near Basingstoke. You will focus on lead generation for our financial advisory and commercial teams, developing rapport with clients and decision makers while training on our personal insurance products.

The role suits a customer-focused professional with strong communication, accuracy and the ability to manage multiple tasks in a regulated environment.

Qualifications

• Maintaining accurate records and following procedures within a regulated or compliance-focused environment.
• Delivering excellent customer service while managing multiple priorities.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.

Responsibilities

• Lead generation for the financial advisor and commercial team.
• Build rapport with clients and decision makers on a daily basis.
• Communicate effectively at all levels within a broad client base.
• Undergo training on NFU Mutual’s personal insurance products.

Skills

Lead generation

Customer service

Attention to detail

Communication

Education

GCSE English & Maths

Tools

Microsoft Word

Excel

Outlook

Job description

The roleFinancial & Commercial Lead GeneratorSalary: £30,000 - £36,000 depending on experienceFull Time position; Monday to Friday – 8.30am to 5pmLocation: Dummer, BasingstokeIntroduction to NFU MutualNFU 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 AgencyAs 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 North Hampshire Agency.About the role:An exciting opportunity has arisen within the North Hampshire Agency for a Financial & Commercial Lead Generator. The role will, initially, require the job holder to undertake training for our range of personal insurance products and work within the Customer Services team.As a Lead Generator, you will play a key role in the business, taking ownership of lead generation for the financial advisor and commercial team. This is a great opportunity for someone that thrives on being challenged. You will get the opportunity to build rapport with interesting people every day. This role will be ideal for someone with a can-do attitude who is tenacious, and you will be someone that can ‘get past the gatekeeper’ and build rapport with decision makers. You will be able to communicate at all levels, striking rapport effortlessly with a broad client base.About you:You will be an experienced, customer-focused professional who is organised, accurate and able to communicate effectively with customers, colleagues and external parties.Essential experience• Maintaining accurate records and following procedures within a regulated or compliance-focused environment.• Delivering excellent customer service while managing multiple priorities.Desirable but not essential• Experience in lead generation and business development• Experience in financial services.You should also have:• Strong written and verbal communication skills.• A professional, empathetic and customer-focused approach.• Excellent attention to detail and the ability to record information accurately.• The ability to prioritise workloads and work effectively under pressure.• Confidence using Microsoft Word, Excel, Outlook and other office systems.• The ability to work effectively both independently and as part of a team.• GCSEs, or equivalent, in English and Maths.Our commitment to you• Support in attaining Chartered Institute of Insurance qualifications.• Professional, hardworking, and supportive environment, with a strong team ethos and ethical practices.• 23 days holiday per annum (rising to 25 days), plus Bank Holidays.• Workplace Pension & death in service benefit.• Free parking• Full training and support on our range of insurance productsPlease apply by email with CV and covering letter to: [e-mail] date for all applications:23rd November 2026.Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.