Private Client Insurance Sales Executive

NFU Mutual; Chichester; Hybrid; GBP 35.000 - 55.000; Vollzeit

Benefits dieser Stelle

Comprehensive training and development

CII accreditation support

25 days annual leave

Pension scheme

Free parking

Flexible and hybrid working

Zusammenfassung

NFU Mutual is seeking a High Net Worth Private Client Insurance Sales Executive in West Sussex. You will develop and manage relationships with affluent clients, identify new business opportunities, and present tailored insurance solutions for high-value homes, art, and specialist assets.

The role emphasizes trust, professional introducers, and compliance across a local agency network. The role offers hybrid and flexible working options, with a focus on personal service, expert advice, and

Qualifikationen

• Strong communication and relationship-building abilities.
• Experience in sales, business development, networking or client management.
• Familiarity with CRM systems and managing pipelines.

Aufgaben

• Develop and maintain relationships with prospective and existing high-net-worth clients across West Sussex and the South East.
• Identify, win and convert new business opportunities through networking, referrals and introducers.
• Build relationships with solicitors, wealth managers, estate agents and other advisers serving affluent clients.
• Conduct in-depth reviews to understand complex insurance needs and risk exposures.
• Present tailored insurance solutions for high-value homes, art, and specialist assets.

Kenntnisse

Outstanding communication

Relationship-building

Sales experience

CRM systems

Organisational skills

Attention to detail

Tools

CRM systems

Jobbeschreibung

The rolePrivate Client Insurance Sales ExecutiveSalary: Competitive (Dependent on Experience)Monday – Friday 9am – 5pmLocation: West SussexWhilst this is a Full-time role flexible, hybrid and part-time working will be considered for the right candidate.Introduction to NFU MutualNFU 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 AgencyThe Chichester, Horsham & Pulborough Agency serves some of the most desirable rural and residential locations in West Sussex, working with farmers, landowners, country estates, rural businesses and Private Clients.We pride ourselves on delivering a bespoke and highly professional service built on local, personal service. Our clients often have complex insurance and financial planning requirements, and we are committed to providing tailored advice that protects what matters most to them.As part of our growth strategy, we are seeking an ambitious and personable High Net Worth New Business Development Executive to help expand our presence across the region and introduce prospective clients to the benefits of working with NFU Mutual.About the roleAs a High Net Worth Insurance Sales Executive, you will be responsible for developing and managing relationships with affluent individuals and families across West Sussex and the South East.Working closely with NFU Mutual's specialist Private Client proposition, you will identify and convert new business opportunities, providing tailored insurance solutions designed to protect high-value homes, collections, assets and lifestyles.Success in this role will be built upon your ability to develop trusted relationships, understand complex client requirements, and deliver a highly personalised service that reflects the standards expected by discerning private clients.Key ResponsibilitiesDevelop and maintain relationships with prospective and existing high-net-worth clients, understanding their personal, family and business insurance needs.Identify and secure new business opportunities through networking, referrals, professional introducers and local relationship-building activities.Build strong relationships with solicitors, accountants, wealth managers, estate agents, land agents and other professional advisers who serve affluent clients.Conduct in-depth client reviews and fact-finding meetings to understand complex insurance requirements and risk exposures.Present tailored insurance solutions for high-value homes, fine art, collections, equestrian properties and other specialist assets.Act as a trusted adviser, delivering exceptional service and ensuring clients receive comprehensive and appropriate protection.Develop opportunities to introduce clients to wider NFU Mutual services, including investments, pensions and protection planning.Represent the Agency at private client, countryside and professional networking events, enhancing the profile of NFU Mutual within the local market.Maintain accurate records of client interactions and opportunities in accordance with FCA and NFU Mutual compliance standards.Contribute to the achievement of individual and agency growth objectives through high-quality new business generation and client retention.About you:Essential Skills & Experience• Outstanding communication and relationship-building skills.• Professional, confident and personable approach.• Experience within sales, business development, networking or client relationship management.• Ability to engage effectively with affluent and professional clients.• Self-motivated with strong organisational skills.• Comfortable attending events and representing the business externally.• Experience using CRM systems and managing business pipelines.• Strong attention to detail and a customer-focused mindset.Desirable Experience• Knowledge of insurance, financial services or rural business sectors.• Experience working with high-net-worth individuals or professional introducers.• Understanding of the West Sussex rural and high net worth community.• Existing local network within Chichester, Horsham, Pulborough or surrounding areas.Performance Expectations• Quality and volume of new business opportunities generated.• Development of professional introducer relationships.• Appointment conversion rates.• Growth in private client opportunities and introductions.• Adherence to compliance and conduct standards.________________________________________Benefits• Comprehensive training and development programme.• Support towards professional qualifications, including CII accreditation.• Opportunity to develop specialist knowledge in High Net Worth, Rural and Commercial insurance.• Supportive and collaborative working environment.• 25 days annual leave plus bank holidays.• Company pension scheme.• Free parking.• Flexible and hybrid working options available.________________________________________Please apply in writing with a CV and covering letter to Matthew Baker at [e-mail] Date 20th November 2026.Please note you will be employed by an Agent of NFU Mutual and not NFU Mutual directly.