Private Client Executive

1 day ago


Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

About the Role

A Private Client Executive - High Net Worth Insurance Specialist vacancy has become available at ENGINEERINGUK, focusing on High Net Worth (HNW) insurance. The successful candidate will be responsible for selling HNW General Insurance products, planning, prospecting, and managing their own leads.

  • Key responsibilities include selling HNW General Insurance products, planning, prospecting, and managing own leads, developing and managing a pipeline of business via Microsoft Dynamics, self-generating High Net Worth opportunities, and organising and hosting HNW events.
  • The ideal candidate will have experience of face-to-face HNW sales, exceeded sales targets in previous HNW roles, and have a desire to work towards agency targets.
  • The successful applicant will also have good time management and organisational skills, excellent written and verbal communication skills, flexibility, adaptability, and openness to new ideas.

About You
The successful candidate should be a self-motivated individual with a minimum of 5 GCSEs (or equivalent) at Grade C, including Maths and English. Proficient in the use of Microsoft office and sales support systems, and hold a current UK Driving license.

Our Commitment to You
ENGINEERINGUK offers a competitive salary and bonus structure, access to a staff pension scheme (employer to contribute), opportunity to build a successful career in a business set up for growth, and training and support given.

Benefits
Available benefits include bereavement leave, company events, company pension, financial planning services, free on-site parking, and flexible working.



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