HNW New Business Executive

Lawes Insurance Recruitment; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a prominent insurance firm as a High-net-worth New Business Executive and leverage your skills to identify and manage new HNW clients. In this results-driven role, you will provide tailored insurance solutions and work closely with internal teams to ensure client satisfaction. With 3-5 years of experience in insurance sales, you'll excel in building long-term relationships and contributing to the company's growth in a fast-paced environment.

Qualifications

• Minimum 3-5 years of experience in insurance sales targeting HNW clients.
• Proven track record of achieving sales targets.
• In-depth knowledge of insurance products for HNW individuals.

Responsibilities

• Identify and manage new HNW clients.
• Deliver tailored insurance solutions to meet client needs.
• Achieve and exceed business targets.

Skills

Interpersonal skills

Communication skills

Negotiation

Sales skills

Tools

CRM systems

Job description

Job title: High-net-worth New Business Executive

Location: Hertfordshire

OVERVIEW

We’re assisting a prominent insurance firm in hiring a motivated and results-driven High-Net-Worth (HNW) New Business Executive.

This is an opportunity to join a company with a strong reputation in the industry. The primary purpose of this role is to identify, acquire, and manage new HNW clients while delivering tailored insurance solutions that meet their unique needs. This is an exciting opportunity to grow your career within a fast-paced and client-focused environment.

RESPONSIBILITIES

• Identify, acquire, and manage new HNW clients.
• Deliver tailored insurance solutions.
• Achieve and exceed new business targets.
• Build and maintain long-term client relationships.

QUALIFICATIONS

• Minimum 3-5 years of experience in insurance sales, specifically targeting HNW clients.
• Proven track record of achieving and exceeding new business targets.
• In-depth knowledge of personal and commercial insurance products for HNW individuals.
• Strong interpersonal and communication skills.
• Exceptional negotiation and influencing abilities.

DAY-TO-DAY

• Engage with potential clients to understand their insurance needs.
• Develop and present tailored insurance solutions to individuals.
• Collaborate with internal teams to ensure seamless delivery of insurance solutions.
• Maintain accurate records of client interactions and transactions.

EXPERIENCE

• Building long-term client relationships and working with high-net-worth individuals.
• Proficiency in CRM systems and managing sales pipelines effectively.
• Deep understanding of the HNW market and the ability to identify and address unique client requirements.
• Highly organised and self-motivated, with a results-oriented mindset.

If you have the relevant experience or know someone that does please contact me now on 07458 162 848 or email us at [e-mail]