New Business Lead Generator

NFU Mutual; Colchester; Hybrid; GBP 15,000 - 25,000; Full time

Benefits offered by this job

Training & development

CII qualifications support

Supportive environment

25 days holiday + bank holidays

Free parking

Company Pension Scheme

Job summary

NFU Mutual Colchester Agency is seeking a New Business Lead Generator to identify and qualify new opportunities in insurance and financial services. This full-time role is based at Colchester & North Essex, with hybrid working and hours Monday to Friday, 9:00 am to 5:00 pm (37.5 hours).

You will proactively network with local businesses, book appointments for Commercial Sellers, log interactions in the CRM, and develop long-term lead opportunities.

Qualifications

• Excellent communication and interpersonal skills.
• Confidence in approaching and speaking with new people.
• Energetic, self-motivated, and proactive mindset.
• Ability to organise and manage your own workload effectively.
• Strong attention to detail in logging and qualifying leads.
• Experience in sales, telemarketing, events, or customer-facing roles.
• Understanding of general insurance and/or financial services sectors.
• Experience with CRM systems or lead-tracking tools.

Responsibilities

• Proactively identify and qualify potential new business opportunities across commercial and personal insurance, as well as financial services, through outbound calls, emails, networking, referrals, and local canvassing.
• Appointment booking for New Business opportunities for Commercial Sellers
• Relationship Development - build strong working relationships with local businesses, groups, and stakeholders to help develop long-term lead opportunities and referrals.
• CRM & Data Management - record and track lead activity using internal CRM tools and processes. Ensure all interactions are accurately captured and followed up in a timely manner.
• Cross-Selling Opportunities - Identify cross-sell and referral opportunities for insurance, financial services, risk management and health & safety consultancy, passing qualified leads to the relevant sales team.
• Compliance & Conduct - ensure all activity is undertaken in a compliant, customer-centric way, acting in line with FCA principles and NFU Mutual’s internal policies.

Skills

Excellent communication

Interpersonal skills

Confidence approaching people

Self-motivated

Organise workload

Attention to detail

Sales / telemarketing experience

CRM / lead-tracking tools

Tools

CRM systems

Job description

New Business Lead Generator

Up to £25,000Full Time positionLocation: Colchester Agency, Great Tey, ColchesterMonday to Friday 9.00 am to 5.00 pm (37.5 Hours) Will consider part-time and hybrid working

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 Colchester & North Essex Agency.

As part of our continued growth strategy, we are seeking a proactive and outgoing Lead Generator to support our sales and marketing activity by identifying and generating high-quality leads for our Commercial, Personal and Financial Services teams. This role requires an individual who can confidently engage with local businesses and communities to identify opportunities, initiate conversations, and support wider marketing campaigns through networking and event attendance. You’ll play a key role in raising the profile of the agency, building local awareness of our services, and contributing directly to our lead pipeline and growth across key sectors. This role supports the agency’s alignment with NFU Mutual’s strategic objectives.

Key Responsibilities

• Proactively identify and qualify potential new business opportunities across commercial and personal insurance, as well as financial services, through outbound calls, emails, networking, referrals, and local canvassing.
• Appointment booking for New Business opportunities for Commercial Sellers
• Relationship Development - build strong working relationships with local businesses, groups, and stakeholders to help develop long-term lead opportunities and referrals.
• CRM & Data Management - record and track lead activity using internal CRM tools and processes. Ensure all interactions are accurately captured and followed up in a timely manner.
• Cross-Selling Opportunities - Identify cross-sell and referral opportunities for insurance, financial services, risk management and health & safety consultancy, passing qualified leads to the relevant sales team.
• Compliance & Conduct - ensure all activity is undertaken in a compliant, customer-centric way, acting in line with FCA principles and NFU Mutual’s internal policies.

About you

Essential Skills & Experience:

• Excellent communication and interpersonal skills
• Confidence in approaching and speaking with new people
• Energetic, self-motivated, and proactive mindset
• Ability to organise and manage your own workload effectively
• Strong attention to detail in logging and qualifying leads
• Experience in sales, telemarketing, events, or customer-facing roles
• Understanding of general insurance and/or financial services sectors
• Experience with CRM systems or lead-tracking tools

Performance Expectations

• Volume and quality of leads generated
• Conversion rates from lead to opportunity
• Adherence to compliance and conduct standards

Benefits

• Full Training & Development will be provided which includes technical knowledge and sales soft skills.
• Support with CII qualifications.
• A supportive and friendly working environment.
• 25 days holiday plus bank holidays
• Free parking at our office in Great Tey
• Company Pension Scheme

No Agencies please.

Closing date for all applications: 30th October 2026.

Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.