Trainee Insurance Advisor
Full Time – Permanent Contract Location: Tunbridge Wells
Office Hours: Monday – Friday, 9am – 5pm
Salary: entry level position
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 with running the business 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 provide their product range across our region to customers old and new. Honesty, integrity and trust sit at the heart of our values. We champion the personal, relationship led approach to customer service that NFU Mutual is known for.
An exciting opportunity has now arisen within the Tunbridge Wells & Flimwell Agency.
About the role
This is a fantastic opportunity for an ambitious individual to join us as a Trainee Insurance Advisor, beginning with a six month placement as a Lead Generator before rotating through all key areas of the agency. Over an 18 month structured programme, you will gain hands on experience across:
• Lead Generation
• Personal Insurance New Business
• Commercial Insurance New Business
• Claims
• Customer Service & Renewals
This structured development pathway is designed to give you a complete understanding of how a successful NFU Mutual agency operates, preparing you for a long term career in insurance advice and customer service.
Phase 1 (Months 1–6): Lead Generator
During your first six months, you will focus on building confidence, communication skills and commercial awareness through lead generation activity.
Key Responsibilities
- Lead Generation Proactively identify and qualify potential new business opportunities across commercial, personal and financial services through outbound calls, emails, networking, referrals and local canvassing.
- Networking & Community Engagement Represent the agency at local business events, trade shows, agricultural shows and community functions to raise brand awareness and generate leads.
- Event Support Assist with agency led marketing campaigns, including pre event outreach, attendance and follow up activity.
- Relationship Building Develop strong working relationships with local businesses and community groups to support long term lead opportunities.
- CRM & Data Management Record and track lead activity using internal CRM tools, ensuring accurate and timely follow up.
- Cross Selling & Referrals Identify opportunities for insurance, financial services, risk management and health & safety consultancy, passing qualified leads to the relevant teams.
- Compliance & Conduct Ensure all activity is compliant and customer centric, following FCA principles and NFU Mutual policies.
About You
Essential
• 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 workload
• Strong attention to detail
• Team oriented, collaborative approach
• Professional, positive attitude and willingness to learn
Desirable
• Experience in sales, customer service, events or telemarketing
• Understanding of insurance or financial services
• Experience using CRM systems
• Local market knowledge or existing networking contacts
Performance Expectations
• Quality and volume of leads generated during Phase 1
• Engagement in networking and events
• Successful completion of each rotation
• Demonstration of learning, development and professionalism
• Adherence to compliance and conduct standards
Our Commitment to You
• A supportive and friendly working environment
• Full training and development, including technical knowledge and sales soft skills
• Funded Cert CII qualification
• Clear progression opportunities within a growing agency
Benefits
• 25 days holiday plus bank holidays (increasing with service)
• 2 additional days’ holiday over Christmas
• Benenden Health
• 15 days working from home flexibility
• Free parking
• Group Life Cover – 4× salary
• Eyecare cover
• Refer a Friend bonus scheme
• Employee discounts on NFU Mutual policies
• Pension contributions
If you’re an ambitious individual looking to build a long term career in insurance, we’d love to hear from you. Please apply in writing with CV and covering letter to View email address on agencycareers.nfumutual.co.uk or call View phone number on agencycareers.nfumutual.co.uk.
Closing date: 21 August 2026.
Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.
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