HNW Executive

We're recruiting for an experienced Insurance High Net Worth professional to manage a portfolio of HNW Clients.

You'll understand that your clients will rely on your expertise while you build strong, trusted and profitable relationships with them, within a successful and growing business, which is full of opportunity.

You'll be working in a very supportive environment within a friendly and experienced team.

The role of the HNW Executive involves:

• Managing your portfolio of High Net Worth Clients.


• Supporting your clients all year round.


• Developing relationships and helping clients find the right Insurance products to fit their needs.


• Tailoring your approach, working with clients face to face, on the phone or via video calls.


• Renewal is your main priority but you'll also focus on growth because you'll be able to offer clients solutions from a diverse range of brands and wide breadth of products.

The experience you need to demonstrate as a HNW Executive includes:

• Experience of handling the Insurance requirements of HNW clients


• You'll be proactive and use your initiative to identify opportunities to assist your clients and to grow the business


• Excellent communication and interpersonal skills and comfortable dealing with demanding customers


• Work well with your team, support others and have a positive outlook, be engaging, collaborative and have the resilience to adapt

In return you will be supported with opportunities and as well as your annual salary there is a role-based incentive.

Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays


• Pension scheme


• 24-hour support for physical and mental wellbeing

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