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We have an opportunity for a Private Client Manager to join our thriving NFU Mutual team based across Essex where you’ll play a key part in our ongoing success in the high net worth market.
Your focus will be to build relationships with new and existing high net worth customers, educating them on the full range of NFU Mutual products and referring leads appropriately to meet their current and future requirements. Continually moving the business forward, you’ll grow our profile and reputation for insuring private customers within the community and drive performance of our exclusive products in the Essex and the wider area.
You’ll also guide and coach Agents and their staff to promote HNW products, generate leads and secure appointments that deliver targeted sales income to partner agencies. Developing a robust pipeline and contact strategy, you’ll promote and sell our Bespoke insurance, ensuring compliance with Sales Quality and Advice Standards and regulatory requirements.
Up to £57k + Bonus + Great benefits
Key role d eveloping HNW business across the across Essex area
Flexible working with 1-2 days a week in the office + Company car
We have an opportunity for a Private Client Manager to join our thriving NFU Mutual team based across Essex where you’ll play a key part in our ongoing success in the high net worth market.
Your focus will be to build relationships with new and existing high net worth customers, educating them on the full range of NFU Mutual products and referring leads appropriately to meet their current and future requirements. Continually moving the business forward, you’ll grow our profile and reputation for insuring private customers within the community and drive performance of our exclusive products in the Essex and the wider area.
You’ll also guide and coach Agents and their staff to promote HNW products, generate leads and secure appointments that deliver targeted sales income to partner agencies. Developing a robust pipeline and contact strategy, you’ll promote and sell our Bespoke insurance, ensuring compliance with Sales Quality and Advice Standards and regulatory requirements.
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A confident influencer with a passion for networking, you have a built-in desire to exceed targets and are always focused on the next sales opportunity. You’re a dedicated team player who thrives on challenge. You do everything you can to make a real difference for your customers and are always prepared to go the extra mile. Energetic, enthusiastic, and resilient, you’re passionate about customer service. To join our team it’s also essential that you have:
Proven sales experience in a direct to customer, face to face insurance sales role
Experience with high net worth customers
A track record of driving new business growth
A CII qualification or close to completion is also desirable.
This role falls under the Insurance Distribution Directive. This means there is a requirement for Continuous Professional Development in role, in addition to ongoing screening checks once in post.
We’re one of the UK’s leading general insurance and financial services companies. For over 110 years we’ve put our customers at the heart of everything we do. Our people are just as important to us. We pride ourselves on being “a great place to work” and are one of only 39 companies across the globe, and the only organisation with headquarters in the UK, to receive a Gallup Exceptional Workplace 2022 award. We were also named in the LinkedIn Top 25 Companies List 2021. We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognise and reward their contribution. Our people are proud to work for a company that respects them and their communities, and they trust us to be financially sustainable, so we are successful now and in the future.
UK-based mutual insurer providing insurance and financial services.
Visit company websiteJobs and hiring trendsGBP 57000-57000 yearly / year
Full-time
Mid
Hybrid
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