Job Description

The role

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Insurance Advisor (Personal & Commercial Trainee)

Sir Benfro/Pembrokeshire

Salary: Competitive starting salary

Location: Crymych SA41 3RL (will include travelling to Haverfordwest for training)

Hours: Full Time (35 hours) Monday to Friday

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 the Insurance Advisor (Personal & Commercial Trainee) within our team, you'll be crucial to the success of expanding our business. Based primarily in our Crymych office, you will be occasionally required to travel between our local offices. You will be responsible for maintaining a well-established customer base by providing first class insurance advice and a great customer experience. You'll contribute to achieving the businesses strategic goals for growth including general insurance, management liability, cyber liability, financial services and Risk Management Services. Once you have gained your personal lines licenses you will initially support the motor and personal team, which will be followed by commercial license training.



Having the ability to effectively communicate and provide first class advice will enable to you thrive this role.

Key Responsibilities

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Develop and sustain effective working relationships with customers and members Pro-actively generate your own personal and commercial insurance opportunities. Develop and manage your general insurance. Identify, from our existing clients cross sell opportunities including leads for Financial Services and Risk Management Services. Plan, implement and monitor sales & marketing initiatives including any central campaigns across all business areas to build a pipeline of opportunities Help achieve key business targets for new business, retention, engagement and membership in line with the agency's strategy. Maintain record keeping requirements in accordance with NFU Mutual standards Acquire and maintain knowledge of NFU Mutual General Insurance products, as applicable to product licences Review and advise upon customer general insurance requirements Comply with all applicable sections of the NFU Mutual General Insurance Compliance Manual for the Agency Network, the Agents Business Operating Manual, the Agency Guide and local Agency procedures Perform other duties as assigned by the management team and business partners

Skills and Experience

Be able to communicate effectively, both written and verbal. Be able to problem solve, use own initiative and judgement. Demonstrate attributes of honesty, integrity, due skill, care and diligence. Be able to work under pressure. Ability to meet targets and deadlines. Knowledge of commercial insurance.

What we're looking for:

Individuals who can demonstrate the drive, energy and enthusiasm required to provide a fantastic customer experience to our existing and prospective clients. A confident personality who can work well within a team environment but can also work just as well as an individual. Someone who shows initiative and has a "can do" attitude. Strong interpersonal skills, communication skills, & relationship building abilities. Competent in using Microsoft office. Full driving license and access to your own car. 5 GSCE (or equivalent) C grades or above including Maths and English.

Good Repute Checks

Agents of NFU Mutual are required to ensure that they, and their staff are of Good Repute and are required to carry out two independent checks on all staff.



1. Basic criminality check -Basic checks show any 'unspent' criminal records (as defined by the Rehabilitation of Offenders Act 1974). Once a conviction or caution is 'spent', it no longer shows on a basic check.

2. Bankruptcy check - to ensure that staff are not an un-discharged bankrupt.



Please send your CV to: Pembrokeshire_management@nfumutual.co.uk

Closing date for applications: 8th of December 2025.

Please note that you will be employed by N Davies, D Williams, C Norman and P Robins (Agents of NFU Mutual) and not NFU Mutual directly.