Private Client Executive - Horsham, United Kingdom - NFU Mutual Agency

NFU Mutual Agency

Verified Company

Horsham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Role:

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 Chichester & Horsham branch 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 selfgenerate 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

About you:

The successful applicant should:

Be a selfmotivated 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: