High Net Worth Insurance Account Executive

ENGINEERINGUK; Haywards Heath; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading agency is seeking a High Net Worth Insurance Account Executive in Haywards Heath. This role involves driving growth, managing client relationships, and ensuring compliance in a supportive environment. The position offers comprehensive training and the chance to work with a reputable brand.

Benefits

Comprehensive training and ongoing professional development

Supportive team environment

Access to outstanding insurance and financial products

Beautiful rural office setting with free parking

Qualifications

• Proven experience in a client-facing sales or account management role.
• Strong interpersonal and communication skills.
• Ability to manage a portfolio of HNW clients with professionalism.

Responsibilities

• Drive profitable growth through personal sales targets.
• Maintain and develop existing client relationships.
• Generate leads for Financial Services from new and existing customers.

Skills

Interpersonal skills

Communication skills

Client relationship management

Sales skills

Job description

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High Net Worth Insurance Account Executive

The Role

High Net Worth Insurance Account Executive

Competitive Salary (dependant on experience)
Full Time position
Permanent Contract
Location: Haywards Heath
Monday - Friday - 8.30am - 5pm

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.

Are you a driven, relationship-focused professional with a passion for delivering exceptional service to High Net Worth (HNW) clients? Due to expansion the Haywards Heath Agency is seeking a proactive HNW Account Executive to join our growing team. This is a fantastic opportunity to work within a trusted and reputable brand, offering tailored insurance and risk management solutions to a valued client base.

Key Responsibilities
• Drive profitable growth through the delivery of personal sales targets focusing on expanding our HNW client base.
• Plan and prospect high-value clients through effective marketing initiatives to deliver compliant sales that meet long-term customer needs.
• Maintain and develop existing client relationships, ensuring high retention rates and identifying opportunities for additional services.
• Generate leads for Financial Services from both new and existing customers.
• Collaborate effectively with internal teams and external partners to enhance client experience.
• Ensure compliance with regulatory and NFU Mutual standards, maintaining a high level of professional knowledge and conduct.
What We're Looking For:
• Proven experience in a client-facing sales or account management role, with a track record of achieving targets, ideally within insurance, financial services, or a regulated environment.
• Strong interpersonal and communication skills with a customer-first mindset.
• Ability to manage a portfolio of HNW clients with professionalism and discretion.
• Knowledge of insurance or risk management is advantageous, but not essential if you bring the right attitude and willingness to learn.
• A proactive, solutions-oriented approach to building long-term client relationships.

What We Offer

• Comprehensive training and ongoing professional development.
• The opportunity to work with a respected, long-established brand.
• A supportive team environment focused on personal and career growth.
• Access to NFU Mutuals outstanding insurance, financial, and risk management product suite.
• Beautiful rural office setting on the outskirts of Haywards Heath with free parking.

How to Apply:
If you're ready to take your career to the next level and thrive in a client-focussed, high integrity environment please send your CV and covering letter telling us why you would be the perfect candidate to join our team to: [e-mail]

Closing date for all applications: 30th June 2025.

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

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