HNW Sales Executive

NRG Resourcing Ltd; England; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A leading independent insurance broker in the UK is seeking a High Net Worth Sales Executive to join their Private Clients team. This role offers a competitive salary of £35,000 to £40,000 plus bonuses and benefits. Ideal for candidates with sales or client management backgrounds, this position provides comprehensive training and opportunities for professional development. The company promotes a culture of diversity and inclusion.

Benefits

Performance-based bonus

Professional qualifications support

Company pension scheme

Generous holiday allowance

Private healthcare cash plan

Collaborative working environment

Qualifications

• Experience in sales or client relationship management.
• Able to engage confidently with affluent clients.
• Organised and motivated by results.

Responsibilities

• Generate new business opportunities with High Net Worth individuals.
• Build long-term relationships with clients.
• Design tailored insurance programmes for high-value assets.
• Cross-sell within existing client portfolios.
• Maintain compliance with FCA regulations.
• Manage the sales process from prospecting to after-sales care.
• Exceed sales and retention targets.

Skills

Sales experience

Customer relationship management

Strong communication skills

Proactivity

Attention to detail

Technical learning ability

Microsoft Office proficiency

Tools

CRM systems

Job description

High Net Worth (HNW) Sales Executive

Location: North of England (flexible within the region)

Salary: £35,000 – £40,000 plus bonus & benefits

Our client is a leading independent insurance broker with an excellent reputation for providing bespoke, high-quality insurance solutions to both businesses and private clients. Their High Net Worth division specialises in protecting the lifestyles and assets of affluent individuals, offering discreet, personalised advice and market-leading cover for prestige homes, fine art, jewellery, luxury cars, yachts, and other valuable possessions.

They pride themselves on building long-term relationships based on trust, service excellence, and expert guidance.

The Opportunity

We are seeking an ambitious and driven Trainee High Net Worth Sales Executive to join a growing Private Clients team.

This is an excellent opportunity for someone with a background in sales or client relationship management — whether in recruitment, property, financial services, luxury retail, or telesales — who is looking to move into a specialist, rewarding, and highly professional market.

No previous insurance experience is required — full training, ongoing development, and support towards industry-recognised qualifications will be provided.

Key Responsibilities

• Proactively generate new business opportunities with High Net Worth individuals through networking, referrals, and targeted outreach.

• Build trusted, long-term relationships with clients, understanding their unique insurance needs.

• Design tailored insurance programmes for high-value homes, vehicles, collections, and lifestyle assets.

• Cross-sell and identify additional opportunities within existing client portfolios.

• Maintain accurate records and ensure all activity is compliant with FCA regulations.

• Manage the full sales process from prospecting to closing and after-sales care.

• Work towards and exceed agreed sales and retention targets.

About You

• Experience in sales, business development, or customer relationship management.

• Strong communication skills, able to engage confidently with affluent clients.

• Naturally proactive, target-driven, and motivated by results.

• Organised, with excellent attention to detail.

• Comfortable learning technical knowledge and presenting complex information clearly.

• Confident using Microsoft Office and CRM systems.

What’s on Offer

• Competitive salary (£35k–£40k) plus performance-based bonus.

• Comprehensive training and support, with funded professional qualifications (CII).

• Clear progression path into senior client management or broking roles.

• Company pension scheme.

• Generous holiday allowance, including your birthday off.

• Private healthcare cash plan.

• Supportive, collaborative working environment.

NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.