Insurance Lead Generator – Financial & Commercial Growth

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

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.