Private Client Executive

Private Client Executive – West Sussex

Salary dependant on experience

Full Time

Permanent Contract

Location: West Sussex area

35 hours, Monday - Friday

Introduction to NFU Mutual

NFU Mutual offers a wide range of products and services, including general insurance, life, pensions and investments and has been providing quality insurance for its customers, for over 110 years. We carefully balance delivering excellent service to our customers whilst ensuring the business is run effectively. As a mutual, supporting our customers and paying their claims comes first. We are a top ten UK insurance company and the UK's largest rural insurer, with an agency network of over 250 local offices.

About the Agency

As a local agency of NFU Mutual we deliver a first-class service, and sell their product range across our region, to customers old and new, who are at the core of everything we do. We are a business where honesty, integrity, and trust are at the heart of our values. We champion the personal approach to customer service that NFU Mutual are famous for.

An exciting opportunity has now arisen within the Horsham Agency.

About the role:

A vacancy has become available in the NFU Mutual's Chichester & Horsham agency for a Private Client Executive focusing on High Net Worth (HNW) insurance.

In addition to compliantly selling High Net Worth business, you will be required to plan, prospect and manage your own leads.

The successful applicant will be expected to undertake a wide variety of tasks including the following:

Plan, prospect, select and sell HNW General Insurance products and understand and refer leads for commercial opportunities

• Develop and manage your own pipeline of business, via Microsoft Dynamics, that is sufficient to achieve targets
• Ability to self-generate your own High Net Worth opportunities, supported by your line manager and support staff within the Agency and Head Office
• 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
• Identify and develop cross sell leads for General insurance Products, Financial Services and Risk Management Services
• Developing and running marketing campaigns to increase High Net Worth leads
• Carrying out external sales calls in compliant and professional manner
• Maintaining your own technical knowledge and skills
• Develop productive business relationships with key stakeholders

The successful applicant should:

• Be a self-motivated individual
• Have experience of face to face HNW sales
• Have exceeded sales targets in previous HNW roles
• Have good time management and organisational skills
• Be willing to learn and be enthusiastic
• Have a desire to work towards agency targets
• Have the ability to identify, understand and prioritise customer needs in order to deliver a high standard of advice and service
• Have the ability to assist others in developing existing and new business
• Have the ability to manage and prioritise workloads effectively
• Have the ability to build relationships with customers and colleagues
• Have excellent written and verbal communication skills
• Have flexibility, adaptability and openness to new ideas.

Qualifications/Other:

• You will have a minimum of 5 GCSE's (or equivalent) at Grade C, including Maths and English.
• Ideally 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

Our commitment to you:

• Competitive salary and bonus structure
• Access to staff pension scheme (employer to contribute)
• Opportunity to build a successful career in a business set up for growth
• Training and support given

Benefits

• Bereavement leave
• Company events
• Company pension
• Financial planning services
• Free On-site parking
• Flexible working

Please apply in writing with CV and covering letter to:

Closing date for all applications: 31/01/2025.

Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.