Financial Lines Development Consultant

NFU Mutual; Stratford-upon-Avon; On-site; GBP 45,000 - 60,000; Full time

Job summary

An established industry player is seeking a Financial Lines Development Consultant to provide technical and commercial sales support for Financial and Professional Insurance products. This hybrid role requires a proactive individual who can build strong relationships with stakeholders, enhance the competency of the agency network, and manage a new business pipeline effectively. You will play a crucial role in recommending suitable products to meet customer needs and ensuring they receive the best possible advice. Join a company that values diversity and offers a supportive culture, where your contributions will be recognized and rewarded.

Benefits

Salary up to £60k

Annual bonus up to 17.5%

Contributory pension scheme

25 days annual leave

Family Friendly policy

Gym membership contribution

Health and wellbeing plan

Employee Volunteering

Life Assurance cover

Employee discounts on insurance policies

Qualifications

• Proven experience in providing technical and commercial sales support.
• Strong background in insurance, particularly in Financial Lines.

Responsibilities

• Support the NFU Mutual Agency network with FinPro products.
• Manage new business pipeline and coach Agents for success.

Skills

Technical Sales Support

Customer Relationship Management

Negotiation Skills

Influencing Skills

Self-Motivation

Collaboration

Customer Focus

Education

Experience in Insurance

Sales Background

Job description

• You'll be providing technical and commercial sales support on Financial and Professional (FinPro) Insurance products.
• You'll build and maintain relationships with various stakeholders, including our agency network, customers, insurers and NFU Mutual colleagues.
• Hybrid role with minimum 2 days per week in Stratford Upon Avon.

About the role:

Just over 90 people work with us here in Wholesale Broking and Outplacement Services, and it’s fair to say our remit is a varied and very important one.

Over the last 15+ years, we have established a significant Financial Lines book of business across the 3 major Finpro lines, which is growing rapidly. We work with several financial lines insurers to find the right coverage for our Agent’s customers, building some great relationships in the marketplace.

As a Financial Lines Development Consultant, you'll support the NFU Mutual Agency network with technical and commercial sales support on Financial and Professional (FinPro) products.

You'll enhance the competency and capability of the network, identify potential gaps in customer cover, and recommend products that meet their requirements. Your role will involve proactively managing the new business pipeline, influencing and coaching the Agents, and supporting customer calls. You’ll be developing comprehensive sales plans to help us reach more customers, particularly in the SME market segment.

You'll also provide market intelligence, negotiate with insurers, and attend customer meetings to ensure customers receive the best possible advice and cover.

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”. Further information can be found in the FCA Handbook.

About you:

You'll bring a wealth of technical skills and experience to the role, including expertise in Cyber, Directors and Officers, and Professional Indemnity Insurance. Your background in sales, combined with experience within an insurance broker or insurer, will be invaluable in providing technical and commercial support to enhance the competency and capability of the NFU Mutual Agency network.

As well as the above you'll also have:

• Self-Motivation: You'll be driven to achieve results and continuously improve your skills and knowledge. Your proactive approach will ensure you stay ahead of industry trends and provide the best possible advice to customers.
• Customer Focus: You'll understand the importance of meeting customer needs and delivering high-quality service. Your ability to recognise and address customer concerns will help build strong, lasting relationships.
• Collaboration: You'll work effectively with various stakeholders, including Broking & Technical colleagues, Marketing, Sales Development Managers, Quality Development Consultants, Risk Management Services, Corporate Business, key suppliers, Agents, industry and professional bodies, and competitors. Your collaborative efforts will ensure the effective delivery of objectives.
• Negotiation skills: You'll have strong negotiation skills, enabling you to secure the best possible terms for customers and providers. Your ability to navigate complex discussions will be crucial in achieving favourable outcomes.
• Influencing skills: You'll be able to influence and coach other FinPro team members and Agents, raising awareness of the NIS FinPro proposition and embedding best practice advice. Your ability to persuade and guide others will be key to maximising growth and ensuring customer insurance requirements are fully met.

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.

We're proud to be a Disability Confident Employer, a Race at Work and Women in Finance Charter signatory and welcome applications from people of all backgrounds, regardless of age, ethnicity, disability, neurodiversity, gender, religion, marital status, sexual orientation, or socioeconomic background.

Benefits and Rewards:

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

• Salary up to £60k dependent upon experience.
• Annual bonus (up to 17.5% of salary).
• 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 our Gallup Exceptional Workplace 2025 award was not only awarded with Distinction but also named us as the first UK-based company to receive a Gallup Exceptional Workplace for ten years in a row. 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, 2024 and 2025.

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.