Insurance Sales Associate

NFU Mutual; Warminster; On-site; GBP 80,000 - 100,000; Full time

Job summary

A local insurance agency seeks a Sales Executive in Warminster. The role involves identifying insurance opportunities, building relationships with clients, and providing expert advice. Ideal candidates have sales experience, strong communication skills, and GCSE Maths and English. The agency offers a supportive environment with comprehensive training programs and development opportunities.

Benefits

Free Parking

Team Events

Company Pension

Qualifications

• Experience in sales, preferably in insurance or financial services.
• Excellent communication and interpersonal skills.
• Comfortable working independently and as part of a team.

Responsibilities

• Identify and progress insurance opportunities through referrals and cold calling.
• Engage with clients to understand their needs and suggest suitable products.
• Build and maintain strong client relationships.

Skills

Relationship-building

Communication

Self-motivation

Organizational skills

Education

Maths and English GCSE (Grade C or above)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Salary DoE + Bonus/Commission Scheme
Full Time
Permanent Contract
Location: Warminster
Monday to Friday

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 Warminster Agency for a Sales Executive.

About the role:

As a Sales Executive and Life Lead Co-ordinator for the Warminster Agency, you will play a key role in raising the profile of our agency by;

• Identify and progress General Insurance and Financial Services opportunities through referrals, cross selling, cold calling, and lead generation to grow our client base.
• Engage with prospective and existing clients to understand their insurance needs and proactively identify suitable products and services.
• Present and explain insurance policy options in a clear and compelling manner, ensuring clients are fully informed and confident in their decisions.
• Build and maintain strong client relationships to encourage renewals, cross-selling of Financial Services and long-term loyalty.
• Prepare and deliver accurate quotes, proposals, and policy documentation in line with company standards and regulatory requirements.
• Meet or exceed sales targets and performance metrics, contributing to the overall success of the sales team.
• Stay up to date with industry trends, product knowledge, and regulatory changes to provide expert knowledge and maintain compliance.
• Collaborate with underwriters and other internal teams to ensure seamless service delivery and client satisfaction.
• Maintain accurate records of client interactions, sales activities, and policy details using CRM systems and reporting tools.

You will be joining an exciting, growing, local business where you will enjoy full training in a friendly and supportive environment as well as on-going personal development.

About you

• Ideally, experienced in sales, preferably within insurance or financial services (though not essential).
• A natural relationship-builder with excellent communication and interpersonal skills.
• Self-motivated, target-driven, and organised.
• Comfortable working both independently and as part of a close-knit team.
• Willing to learn and develop professionally – we’ll support you with full training and
  development opportunities
• You will need Maths and English GCSE (or equivalent) at Grade C or above (Grade 4 or above) and possess good IT skills, particularly with Microsoft Word, Excel and Outlook.

Our commitment to you:

NFU Mutual Warminster believes in supporting our team members to grow and develop. We offer a professional, hardworking yet supportive and friendly environment with a strong team ethos and ethical practices. We offer a comprehensive training package in-house.

• Free Parking
• Team Events
• Company Pension

Please apply in writing with CV and covering letter to:
[e-mail] or call 01985 845116 for more information.

Closing date for all applications:
22nd August 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.