Job Overview

Apply now Private Client Sales Executive Location: West Midlands/South West Contract type: Permanent Salary: Up to £38k (dependant on skills and experience) + Car Allowance + Company benefits Do you have experience and an excellent understanding of High Net worth Insurance Products?Are you driven, motivated and ambitious? The Role: We have a fantastic permanent opportunity for a Private Client Sales Executive to join our established team. You will be managing a portfolio of clients based within the West Midlands and South West. You will need to be determined, positive and self-motivated with excellent communication and negotiation skills. You will have excellent interpersonal skills with a natural ability to build rapport. We are very interested in speaking to candidates who have previous experience of dealing with high new worth clients within insurance. The Candidate: Thorough understanding of HNW (High Net Worth) insurance productsGood understanding of the marketplaceProven client management and development expertiseUnderstanding of the HNW lifestyleExperience of placement of clients with Insurance MarketsSelf-MotivatedCII qualifiedStrong decision makerAdaptabilityWorking to deadlinesExcellent communication skillsGood organisational skillsAchieving results/work to targetsCommunicating, influencing and relationship building Key Responsibilities: To manage own portfolio of clients whilst maximising retention and income from existing client base and proactively developing new business opportunities to deliver growth. Attain New Business Targets and Retention Targets setDevise a contact plan with clients, ensuring visits are conducted in line with the client meeting procedureTo review and provide technical advice and opinion on Clients' and Prospects' insurance programmesLiaising with Client Managers to ensure that all client instructions and requirements are handled promptly and accuratelyTo put together risk presentations and/or fact finds to forward to Insurers and to negotiate insurance premiums and cover in line with clients requirementsReview insurer placements to ensure that best advice is offered at all times and that it meets the clients demands and needsMaintain and increase revenue from existing client portfolioProactive development of new business streams from referrals, recommendations and cross selling - as per the new business procedureDevelop a proactive inter branch relationship with commercial/corporate colleagues to establish a referral networkCollection of client premiums within guidelines and Aged Debt ManagementMaintain productive relationship with Client Manager to ensure consistent and efficient service to clients and deliver set service level agreementsDevelop strong relationships with InsurersWork towards individual KPI's as set by Line ManagerUndertake Continuing Professional Development and comply with the Training and Competence procedures How to apply To be considered for this role, please click 'apply' or for more information please contact

Key Requirements

Brokers Insurance Sales Executive Private Clients High New Worth