Private Client Executive - Horsham, United Kingdom - NFU Mutual Horsham and Chichester

Description

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.

• 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
• 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 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

• 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 experience in networking
• 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.

• 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

• Competitive salary and bonus structure
• Access to staff pension scheme (employer to contribute)
• Opportunity to build a successful career in a business set up for growth.

• Delivers results
• Customer Focus
• Personal Effectiveness
• Executes Successfully
• Business Focus

• Bereavement leave
• Company events
• Company pension
• Financial planning services
• Free parking
• Onsite parking
• Work from home

• Monday to Friday

• Bonus scheme

• Horsham: reliably commute or plan to relocate before starting work (required)

• GCSE or equivalent (preferred)