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Private Client Executive High Net Worth Insurance Specialist

1 month ago

Horsham, West Sussex, United Kingdom NFU Mutual Horsham and Chichester Full time

Exclusive Opportunity

We are seeking a skilled and ambitious Private Client Executive High Net Worth Insurance Specialist to join our dynamic team at NFU Mutual Horsham and Chichester.

This exciting role offers the chance to build a successful career in a business that is set up for growth, with a competitive salary and bonus structure.

About the Role

As a Private Client Executive High Net Worth Insurance Specialist, you will be responsible for planning, prospecting, selecting, and selling High Net Worth General Insurance products, as well as referring leads for commercial opportunities. You will develop and manage your own pipeline of business via Microsoft Dynamics, achieving targets through self-generated High Net Worth opportunities, supported by your line manager and support staff within the agency.

You will have the ability to organise and host your own HNW events, understand the return on investment required, how to achieve this, and have an effective follow-up strategy for all leads. Additionally, you will identify and develop cross-sell leads for Financial Services and Risk Management Services, and develop and run marketing campaigns to increase High Net Worth leads.

Your Skills and Qualifications

  • A minimum of 5 GCSEs (or equivalent) at Grade C, including Maths and English.
  • Ideal working towards the Advanced Diploma in Insurance or desire to in the future.
  • Current UK Driving License.
  • Proficient in the use of Microsoft Office and sales support systems.

Your Benefits

  • Competitive salary from £30,000 per year.
  • Bonus scheme and performance-based bonuses.
  • Access to a staff pension scheme with employer contributions.
  • Opportunity to build a successful career in a growing business.

Requirements

  • Self-motivated individual with experience of face-to-face HNW sales.
  • Proven track record of exceeding sales targets in previous HNW roles.
  • Excellent time management and organisational skills.
  • Ability to identify, understand, and prioritise customer needs to deliver high standards of advice and service.