Trainee financial advisor Work, Jobs in Crawley, Wsx (with Salaries)

Trainee Insurance Advisor
NFU Mutual Agency —Royal Tunbridge Wells
- Full-time
- CRM software
- Customer service
- Financial services
- Free parking
- Employee discount
Audit & Accounts Assistant Manager / Manager
TC-Group —Croydon
- Full-time
- Hybrid work
- Computer literacy
- Analysis skills
- Mentoring
- Annual leave
- Employee assistance programme
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Simmons Gainsford —Uckfield
- Hybrid work
- Writing skills
- Mentoring
- Organisational skills
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- £60,000 - £80,000 a year
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- Referral programme
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- Full-time
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DMH Stallard —Guildford
- Hybrid work
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Trainee Insurance Advisor

NFU Mutual Agency -
Royal Tunbridge Wells

Apply Now

Job details

Permanent | Full-time

Benefits

Free parking
Company pension
Employee discount
Referral programme

Qualifications

CRM software
Financial Conduct Authority guidelines
Outbound sales
Lead generation for financial services industry
Customer service
Lead generation
Financial services
Outbound calling
Networking
Communication skills
Business lead generation
Certificate in Insurance

Full job description

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 [email protected] or call 01892 337488.

Closing date: 21 September 2026.

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

Apply Now

Refine Your Search

trainee financial advisor jobs in crawley, wsx

Trainee Insurance Advisor

Audit & Accounts Assistant Manager / Manager

Accounts Supervisor

Mortgage advisor (Self-Employed)

Solicitor – Commercial and General Litigation

Partner

Other jobs to consider

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