High Net Worth Account Executive
5 months ago
**High Net Worth Account Executive**
**Location**: Wotton-Under-Edge
**Salary**: £25,000 - £30,000
**Hours**: Full-time - Monday to Friday - 8.30-5.00
**Benefits**:
- 25 days holiday per annum (plus bank holidays)
- Continuous opportunity for career progression and further qualifications
- Pension Contributions & Employee Benefits Schemes
- Supportive and friendly working environment
**The Company**
Our client is one of the most trusted and reputable organisations within the insurance industry, regularly winning consumer awards for their excellent products and best-in-class customer service. They have been going for over a century and manage their clients from local offices, ensuring community is at the heart of the business.
**The Role**
We have a fantastic and exciting opportunity for a driven, target focused High-Net-Worth Account Executive to join our clients’ growing and successful team at the South Cotswolds’ Agency.
**Responsibilities**:
- Pro-actively seeking out and researching businesses within commercial sectors in order to develop a sales pipeline.
- Reviewing and identifying the commercial insurance needs of high-net-worth prospects and advising on insurance products.
- Utilising your training, support and resources in order to develop an in-depth understanding of their target commercial sectors and the associated insurance products.
- Handing over new clients to the customer focused team of Service, Claims and Account Management colleagues, they will ensure that the new business you’ve generated is well looked after and retained come renewal.
**Skills and Requirements**:
- UK Driving License and access to own vehicle is essential.
- Previous experience working with High-Net-Worth individuals is essential.
- Previous experience working in a targeted sales environment is essential.
- Good organisational skills and the ability to manage a busy workload and prioritise tasks.
- Excellent communication skills both verbal and written.
- Strong IT literacy - social media skills are desirable but not essential.
Pay: £25,000.00-£30,000.00 per year
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Wotton-under-Edge, Gloucestershire: reliably commute or plan to relocate before starting work (required)
Work Location: In person
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