Job description

NFU Mutual’ s Agency in Cheltenham is recruiting for a full time Sales Executive to join our growing team.

For over 100 years, NFU Mutual have insured Britain's farming communities. Now, our customers come from all walks of life, but our ethos is the same – honesty, fairness and trust. We believe in taking the time to find products and services to meet our client’s needs, inspiring trust and building long term relationships by exceeding expectations.

The Role:

• To generate and contact new leads via phone and email
• Attend appointments face to face when necessary
• Vet Lead lists for warm and cold leads
• Pro-actively establish new sales opportunities by cross selling
• Create, maintain and update database of customers with complete information and emails.
• Identify larger opportunities for Agents and work these leads to get appointments.
• Create and maintain a workable reaching pipeline.
• Leafleting areas for potential new business.
• Attending Shows / Events / Exhibitions in order to network potential new business.
• Use database to track progress with new prospects.
• Identify prospects that fit the target demographic.
• Use product knowledge to showcase the solutions that we can offer to prospects.
• Process general customer enquiries, policy alterations, renewals and introduce new/additional NFU Mutual insurance products and services.
• Drive Financial Services and Risk Management Services business through cold calling potential new clients.
• Liaise with NIS department heavily to grow additional business to ensure our customer’s needs are fully covered.
• Transact business compliantly within FCA requirements and always with a ‘customer-centric’ approach.
• Meet outbound productivity, appointment and sales targets.
• Report weekly sales goals and objectives to Operations Manager
• Report monthly pipeline progress to Operations Manager.

What we’re looking for:

• An experienced sales person preferably in the insurance market. Comfortable with both over the phone and face to face selling
• A motivated, pro-active and driven individual
• Someone who is Influential and persuasive
• Someone who can prioritise and manage a busy workload
• Individuals who can demonstrate the drive, energy and enthusiasm required to provide a fantastic customer experience to our existing and prospective clients.
• A confident personality who can work well within a team environment but can also work just as well as an individual
• Someone who shows initiative and has a “can do” attitude
• Good interpersonal skills, communication skills, & relationship building abilities.
• Minimum of Grade C in GCSE Math’s and English (or equivalent).
• Full driving license and access to your own vehicle.

Our commitment to you:

• Professional, hardworking yet supportive and friendly environment with a strong team ethos and ethical practices.
• To support you to perform to your best, we will invest in your personal development and provide a comprehensive training plan as you progress within our business.
• Full time Monday – Friday 9.00am to 5.00pm.

There may be a requirement to work from our sister site in Moreton in Marsh occasionally so flexibility would be required.

Job Types: Full-time, Permanent

Salary: From £30,000.00 per year

Benefits:

• Company pension
• Private medical insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme

COVID-19 considerations:
All customers are required to wear a mask and surfaces are being cleaned down regularly by staff.

Experience:

• Sales: 1 year (preferred)

Licence/Certification:

• Driving Licence (required)

Work Location: In person