SME Commercial Sales Advisor

•    New Business Development
Identify, contact, and convert new business opportunities within the SME commercial sector. Build your own sustainable and profitable client base across the local area.
•    Sales Planning & Prospecting
Conduct research into local businesses, market conditions, and competitors to identify and approach prospective customers. Use insight to develop and deliver a consistent sales pipeline.
•    Client Engagement
Understand clients’ individual business needs and provide tailored insurance solutions using NFU Mutual’s range of general insurance products.
•    Cross-Selling & Collaboration
Identify opportunities to refer clients to other NFU Mutual services such as Financial Services (Protection, Pensions, Investments), Risk Management Services, and Health & Safety Consultancy.
•    Agency Marketing & Community Engagement
Support the delivery of local marketing activity, including attendance at shows, events, and local networking opportunities to build your profile and the agency's brand.
•    Customer Experience
Deliver exceptional service standards at every stage of the customer journey, always meeting or exceeding expectations.
•    Compliance & Quality Standards
Ensure all activity complies with NFU Mutual’s regulatory requirements and Training & Competence scheme. Maintain accurate and compliant records of customer interactions and advice given.
•    Continuous Learning
Take responsibility for your ongoing development, keeping up to date with product knowledge, market changes, and compliance expectations.
•    Teamwork & Agency Contribution
Work collaboratively with colleagues across the agency to contribute to the overall success and customer experience.
•    Other Duties
Undertake any additional tasks as required by the Managing Partner or line manager to support the agency’s operations and objectives.

About you: 
Essential:
•    Proven ability to generate and convert new business leads
•    Excellent communication skills, both verbal and written
•    Strong initiative and the ability to work independently and proactively
•    High levels of personal integrity, professionalism, and resilience
•    Good IT literacy, including use of Microsoft Office and internal systems (e.g., iFaces, iAchieve, Insights)
•    Strong customer service and relationship-building skills
•    Ability to understand and meet customer needs with bespoke insurance solutions
•    Good local knowledge of the business landscape is advantageous
Desirable:
•    Experience in commercial insurance sales
•    Knowledge of NFU Mutual’s products and approach
•    Cert CII or equivalent insurance qualifications (or working towards)
 
Performance Expectations
•    Delivery of agreed sales targets and KPIs
•    High standards of advice quality and customer outcomes
•    Proactive contribution to team initiatives and marketing campaigns
•    Effective time management and pipeline development
•    Compliance with NFU Mutual’s regulatory and conduct requirements
 

•    A supportive and friendly working environment
•    Full Training & Development will be provided which includes technical knowledge, Sales soft skills with the opportunity of a funded CERT CII qualification.  

Benefits 
•    25 days holiday plus bank holiday (after 4 years’ service an additional day a year up to a maximum of 5 days). In addition we provide 2 additional days holiday over the Christmas period
•    Benenden Health
•    15 days working from home flexibility 
•    Free parking in front of the office
•    Group Life Cover – 4 x salary 
•    Eyecare cover
•    Unlimited access to Refer a Friend bonus scheme
•    Employee discounts on a range of NFU Mutual insurance policies
•    Pension contributions

Please apply in writing with CV and covering letter to: bethan_davies@nfumutual.co.uk 01892 337488.  We will keep recruitment information (including interview notes) for no longer than is reasonable, and this is generally for a period of 6 months, after which they will be destroyed.

Closing date: 16 January 2026.

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