High Net Worth Insurance Professional

3 days ago

Dover, Kent, United Kingdom A-Plan Full time

A-Plan is a group of talented insurance experts who have the freedom to deliver exceptional service to clients and the support to excel in their roles. Our people are our biggest asset, and everything that makes us unique - our culture, the quality service we offer our clients, and our continued growth - all come from this employee-owned model.

All our team members, whether they hold shares or not, are driven to create a business to be proud of. That's because we're all united by a shared passion and no-limits mindset, which means we take ownership of our work personally. Our team has delivered personalized solutions for clients, invented new products to meet their needs, and even formed lasting relationships with them. We're not about cookie-cutter, off-the-shelf insurance. We do tailored, bespoke insurance.

This approach means that we can rise to any challenge. Whatever the question, concern, or risk, we can assemble the right team and find the right answer. Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses, and communities. From pro-bono work to insuring COVID-19 vaccine development to de-risking the carbon market, we're using our skills, knowledge, and networks to make a difference and speed positive change in the world around us.

We are actively looking for an experienced High Net Worth Insurance Professional to join our Private Clients team - The role will be office-based, with hybrid working options available. This is a great opportunity to join a highly successful team and develop your expertise and career within high-net-worth insurance.

About you:

  • You will enjoy building strong relationships with clients, listening to their needs, and providing tailored solutions as it's essential that we understand our clients' requirements.
  • You have excellent problem-solving skills - all of our clients are unique, so we need to come up with innovative, made-to-measure solutions as we don't have a 'one-size-fits-all' approach
  • You may currently be working in a sales role and are now looking for a career advancement. We don't require any previous experience as we offer on-site training, workshops, coaching, and will support you through industry qualifications.
  • You will have a genuine interest and entrepreneurial mindset. Many of our most successful business opportunities have come from team members with a passion for the subject - whether that's equine insurance, campervans, motorhomes, classic cars, motorbikes, marine, fine art, etc. When you love what you do, you will be knowledgeable, able to build rapport quickly, and provide clients with the best solution.
  • You will be ambitious. We promote from within, and everyone in a leadership position started out as an Insurance Advisor - We give you all the tools; all we ask is the desire to succeed.

Rewards:

· 25 days' holiday (plus bank holidays), increasing through length of service

· A set of core benefits, designed with your health and financial protection in mind:

o Life Assurance up to 4x salary, protecting your loved ones in case the worst happens

o Income protection, guaranteeing an income for up to 5 years in the event of illness or injury

o Contributory pension scheme - 4% employer contribution and 5% employee contribution, rising to 5% & 5% in April 2025

o Access to a Healthcare Cashplan, which gives you access to various health-related benefits

· Access to a range of lifestyle and financial benefits that you can choose from:

o Discounts on gym membership across the UK

o Salary sacrifice schemes - Travel Insurance, Cycle to Work, Car leasing, Technology purchase

o Access to a range of personal insurance products at discounted rates

o Access to hundreds of high-street retailer discounts

o Employee Assistance Programme (EAP) to support employees outside of work

A-Plan considers its people its chief competitive advantage and treats colleagues, candidates, clients, and business partners with equality, fairness, and respect, regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances.

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