Financial Adviser jobs in Godalming

The role
Sales & Service Advisor – Bespoke & Commercial Insurance
Location: Godalming, Surrey (Office Based with Local Client Visits)

Salary: £30K to £40K Base Salary + Up to 15% Bonus
Contract: Full-Time | Permanent

Win New Business. Build Relationships. Earn Up to 15% Bonus.

Are you a confident sales professional who loves winning new business and building long-term client relationships?

We are seeking a proactive Sales & Service Advisor to support the continued growth of our SME, Commercial and Bespoke Insurance portfolio across Surrey. You'll earn £30K to £40K plus up to 20% bonus, with full training and support towards CII qualifications, so insurance experience isn't essential.

Working within a successful and customer-focused agency, you'll play a key role bringing in new clients to NFU Mutual and developing existing customer relationships by providing tailored insurance solutions that genuinely meet their needs.

About the Role
As a Sales & Service Advisor, you will be responsible for generating new business opportunities, converting sales enquiries, and supporting existing customers across a range of SME, Commercial and Bespoke Insurance products.

You'll work closely with clients and colleagues to identify risks, understand insurance requirements, and provide tailored solutions whilst maintaining a strong focus on customer service, business growth, and retention.

This role would suit a sales advisor, sales executive, account manager or customer service professional who enjoys working towards targets, developing business relationships, and helping businesses and individuals protect what matters most.

Key Responsibilities

• Generate new business opportunities through inbound enquiries, prospecting, networking, referrals and relationship building.
• Promote and grow the Agency's SME, Commercial and Bespoke Insurance portfolio.
• Build strong relationships with new and existing customers.
• Conduct customer fact-finds to understand insurance requirements and identify sales opportunities.
• Prepare, present and discuss insurance quotations and recommendations.
• Maximise opportunities to cross-sell and introduce additional NFU Mutual products and services.
• Proactively manage renewal activity to support customer retention and business growth.
• Maintain accurate customer records on our CRM Microsoft Dynamics system
• Achieve and exceed agreed sales, retention and activity targets.
• Support local marketing initiatives, business events and Agency growth campaigns.
• Deliver an exceptional customer experience at every stage of the client journey.

What We're Looking For
Essential Skills & Experience

• Proven experience in a sales, business development or customer-facing role.
• Strong communication, influencing and relationship-building skills.
• Confidence in identifying opportunities and proactively asking for business.
• Motivated by achieving sales targets and contributing to business growth.
• Excellent customer service and organisational skills.
• Positive, professional and self-motivated approach.
• Strong commercial awareness and desire to develop within the insurance industry.

Desirable

• Experience within insurance, financial services, banking, retail sales or account management.
• Knowledge of SME, Commercial or Bespoke Insurance products.
• Experience working within a target-driven environment.
• Cert CII or a willingness to work towards professional insurance qualifications.
• Knowledge of the local Surrey business community.

What We Offer
Financial Rewards

• £30K to £40K base salary
• Up to 15% performance-related bonus
• Pension scheme

Professional Development

• Full training and ongoing development
• Support towards CII qualifications
• Career progression opportunities
• Access to industry-leading resources and expertise

Work-Life Balance

• 24 days annual leave entitlement rising to 29 days after 5 years
• Supportive and collaborative team culture
• Opportunity to build a long-term career within a growing Agency

Why Join the NFU Mutual's Surrey Agency?
NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments, and has been providing quality insurance for over 110 years. As a mutual organisation, supporting customers and paying claims comes first. NFU Mutual is a top ten UK insurer and the UK's largest rural insurer, with a network of over 250 local agencies.

The Surrey Agency is a growing local business with ambitious plans for the future. We strive to deliver a first-class service and provide NFU Mutual's award-winning range of products to our customers. We are a business where honesty, integrity and trust are at the heart of everything we do, and we champion the personal approach to customer service that NFU Mutual is famous for.

Ready to Take the Next Step?
If you're a sales-focused individual who wants to build a rewarding career in insurance with a growing local business, we'd love to hear from you.

Apply today with your CV and a covering letter outlining your experience in SME and commercial insurance business develop to Phillip Kirk, Business Manager: phillip_kirk@nfumutual.co.uk

Closing date: 19th November 2026.

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