Flexible hours, minimum 14.5 hours / maximum 18 hours per week, between Monday and Friday, including some remote working if preferred. Requirement to work on Tuesday and Thursday as a minimum, but hours can be spread throughout the week.
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.
An exciting opportunity has now arisen within the South West Lancashire Agency.
About the role
We are looking for a new member to help our friendly team here at NFU Mutual South West Lancashire. Known as a Life-Lead Coordinator, you’ll primarily be responsible for booking appointments for our Financial Advisor while building and maintaining relationships with existing customers.
Naturally a ‘people person’ with a desire to help others, you’ll love building rapport and will be eloquent, organised, and conscientious. A basic understanding of protection, investments and pensions would be beneficial but not essential.
The successful applicant would be fully supported by our great team but would enjoy the autonomy of managing their own time. The key success will be a full diary of quality appointments for our Financial Advisor, with no cold calling. All leads are existing customers who are familiar with NFU Mutual but who may not be aware of the market-leading financial services we offer.
About You:
- Able to build relationships through effective verbal communication both on the phone and face to face.
- Excellent attention to detail and organisational skills.
- Ability to work to deadlines, within a compliant environment, and manage a complex workload.
- Ability to prioritise workload, utilise own initiative, and problem solve, whilst demonstrating attributes of honesty, integrity, skill, due care and diligence.
- Strong IT skills especially Microsoft Office and quick to adapt to new systems.
- Hard working and a great team player
Qualifications Required
- Financial Services experience preferred, but not essential.
- Minimum of 5 GCSEs C grade or above (or equivalent) including Maths and English (mandatory requirement).
- Full UK driving licence and own vehicle required (mandatory requirement). The office has no public transport links. Travel may occasionally be required to business events.
Our commitment to you
- The right person will become a valued member of a supportive team within a professional and hardworking environment.
- We will invest in your personal development.
- Full training in a friendly and supportive environment will be provided.
Benefits
- Flexible hours available throughout the week.
- Pension
- 33 days annual holiday, including bank holidays (full time equivalent) pro rated based on agreed number of working hours.
- Free, onsite car parking.
Please apply in writing via email with CV and covering letter to the Agency Manager:
Sarah Woods
01695 51177
Closing date for all applications: Friday 27th June 2025
Please note you will be employed by Agents of NFU Mutual and not NFU Mutual directly.
Job Types: Part-time, Permanent
Pay: From £12.50 per hour
Expected hours: No less than 14.5 per week
Benefits:
- On-site parking
- Work from home
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Skelmersdale WN8 9TW: reliably commute or plan to relocate before starting work (required)
Education:
- GCSE or equivalent (required)
Work Location: Hybrid remote in Skelmersdale WN8 9TW
Application deadline: 27/06/2025
Expected start date: 30/06/2025
