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Wealth Management Account Executive
2 months ago
Wealth Management Account Executive
Location:
Chippenham
Compensation:
£25,000 - £30,000
Work Schedule:
Full-time
Monday to Friday
Perks:
25 days of annual leave (in addition to public holidays)
Continuous opportunities for career advancement and professional development
Pension Contributions & Employee Benefits Programs
Supportive and collaborative workplace culture
About the Company:
Our client is a highly esteemed and reputable entity within the insurance sector, consistently recognized for their outstanding products and exemplary customer service.
With over a century of experience, they operate from local offices, ensuring that community engagement is central to their operations.
Job Overview:
We are pleased to present an exciting opportunity for a motivated and results-oriented Wealth Management Account Executive to join our client's expanding and successful team at the South Cotswolds Agency.
Key Responsibilities:
- Actively identify and research businesses within commercial sectors to build a robust sales pipeline.
- Assess and determine the commercial insurance requirements of high-net-worth clients and provide guidance on suitable insurance solutions.
- Leverage training, support, and resources to gain a comprehensive understanding of target commercial sectors and related insurance offerings.
- Transition new clients to the dedicated Service, Claims, and Account Management teams, ensuring that the new business is effectively managed and retained upon renewal.
Qualifications:
- A valid UK Driving License and access to a personal vehicle are mandatory.
- Prior experience working with high-net-worth clients is essential.
- Experience in a target-driven sales environment is required.
- Strong organizational skills with the ability to manage a demanding workload and prioritize effectively.
- Excellent verbal and written communication skills.
- Proficient in IT, with social media skills being advantageous but not essential.
