Private Client Executive
Current• 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 self-generate 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
