New Business Lead Generator & Growth Catalyst

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

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.