Bespoke Insurance Advisor (12 Months Ftc)

• Key role developing Bespoke High Net Worth insurance business across Surrey and Hampshire


• Working closely with 2 Agency offices in the NFU Mutual Agency network to identify new business opportunities


• Field based role with flexible working with 2-3 days a week working from home

Join our thriving regional sales team based across Surrey and Hampshire where you’ll play a key part in our ongoing success in the Bespoke high net worth insurance market. Your focus will be to find new business opportunities through a combination of networking, marketing and relationship development working very closely with NFU Mutual Agency offices.

You will be adept at pipeline management as you build relationships with new and existing high net worth customers, educating them on the full range of NFU Mutual products and referring leads appropriately to meet their current and future requirements.

You’ll grow our profile and reputation for insuring high net worth individuals and become a product champion for customers within the community and drive performance of our exclusive products in the Surrey, Hampshire and wider area.

You’ll also guide and coach Agents of the NFU Mutual and their staff to promote HNW products, generate leads and secure appointments that deliver targeted sales income to partner agencies. Developing a robust contact strategy, you’ll promote and sell our Bespoke insurance, ensuring compliance with Sales Quality and Advice Standards and regulatory requirements.

Field based role with multi-site travel and flexible working with 2-3 days a week working from home

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.

A confident influencer with a passion for networking and relationship development, you'll have the desire, motivation and organisational skills to exceed targets and be ready for the next sales opportunity. You’re a dedicated team player who thrives on challenge.

You do everything you can to make a real difference for your customers and are always prepared to go the extra mile. Energetic, enthusiastic and resilient, you’re passionate about quality customer service.

To join our team it’s also essential that you have;

• Proven sales experience in a face to face sales role in a regulated industry (insurance preferred)


• Experience working with and adding value to high net worth individuals


• A track record of driving new business growth


• Pipeline management skills


• Sales marketing skills and awareness

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.

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

• Basic Salary to £50,000 


• Annual bonus (up to 17.5% of salary) 


• Company car scheme 


• 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. 

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 are one of only 57 companies across the globe, and only one of two organisations with headquarters in the UK, to receive a Gallup Exceptional Workplace 2023 award. We were also named in the LinkedIn Top 25 Companies List 2021 and Glassdoor's 2023 list of the 50 Best Places to Work in the UK today.

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.