Job details

Sales Development Representative

Region: Wales

Location: Welshpool

Job reference: ANEE01398

Closing date: 26th July 2024

The Role

Sales Development Representative

Salary Up To £25k p.a. FTE (DOE)
Part or Full Time position, 21 to 35 hrs per week
Permanent Contract
Location: Welshpool

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. 

About the role:

As a Sales Development Representative, you will play a key role in the success of an expanding local business, ensuring we are never short of new business opportunities. You will primarily generate outbound sales opportunities and appointments for the Agent, internal sales team and our Financial Adviser.

Working in a friendly and supportive environment the main purpose of your role will be:

• To generate General insurance leads and cross sell opportunities, working towards a weekly target in terms of customers called, leads obtained.
• Work closely with your line manager, Agency and Head Office staff to understand our risk appetite and prospecting opportunities.
• Develop and manage our Customer Relationship Management (CRM) Database, establishing a pipeline of business that is sufficient to achieve targets
• Work in conjunction with your colleagues to maximise cross sell opportunities for Financial Services and Risk Management services sales campaigns
• Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences
• Support and deliver Agency sales and marketing initiatives, with an opportunity to include managing our social media profile
• Sales support to the Commercial Sales Team, including preparation of documentation, follow-up activities and post-sale client paperwork

About you:

• Resilient, charismatic and brilliant with people, you’ll be confident engaging with and influencing a wide range of stakeholders
• Self-motivated and thrive on the challenge of meeting and exceeding targets
• Experience in Sales and/or Insurance is desirable
• Strong IT literacy (particularly Microsoft 365)
• Flexible, adaptable and a creative thinker
• Highly organised and able to manage competing priorities
• Minimum 5 GCSE’s at Grade 5 / C or equivalent, including Maths and English
• Experience of working in a regulated industry is an advantage

Our commitment to you:

We offer a professional, hardworking, supportive and friendly environment with a strong team ethos and ethical practices. To allow you to perform at your best, we will invest in your personal development and provide a comprehensive training plan with the ability to develop your role within our business.


• Up to 25 days annual leave plus bank holidays
• No weekends or evenings
• Enviable and modern large open plan office in a town centre location
• Flexible working available – potential for working from home after successful probation period
• Monthly team lunch provided
• Contributory Pension scheme

Please apply in writing with CV and covering letter to:

Closing date for all applications: 26th July 2024.


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


How your Agents will support you

Whatever your role, as a key member of your agency team, you’ll enjoy the chance to develop your insurance industry knowledge and skills and build a rewarding career. For most roles you won’t necessarily need an insurance background. It’s more about your personal qualities – your ability to learn quickly, develop strong working relationships with a range of different people and give customers excellent service, with trusted advice and products.

Bring these qualities and you’ll be supported with a full range of training and development opportunities so you can build the career you want. These include the chance to gain an apprenticeship, as well as support to study for professional qualifications and full training in all aspects of the insurance industry.