The Role
High Net Worth Account Executive
Salary: up to £35,000 per annum plus Car allowance & Commission (Salary dependent on insurance experience and qualifications)
Full Time: 35 hours per week
Permanent Contract
Location: Bishop Sutton BS39 5XP
Monday - Friday 9am-5pm (Potential for hybrid homeworking 2 days per week upon completion of probation)
Introduction to NFU Mutual
NFU Mutual offers a wide range of products and services including general insurance, life, pensions and investments and has been providing quality insurance for its customers for over 110 years. As a top ten UK Insurance company and the UK's largest rural insurer, we carefully balance delivering excellent service to our customers whilst ensuring the business is run effectively.
About the Agency
As an NFU Mutual local agency, we deliver a first-class service and sell our product range across our region. Honesty, integrity, and trust are at the heart of our values, and we champion the personal approach to customer service that NFU Mutual is famous for.
An exciting opportunity has arisen within the North Somerset and Chew Valley NFU Mutual Agency based in Bishop Sutton.
About the role:
We are looking for an additional team member to specialise in assisting our High-Net-worth customers. As our High Net Worth Executive, you will provide advice and an outstanding personal level of customer service. Insurance reviews and new business fact finds often take place in our customers' homes.
As our High Net Worth Specialist, you will prospect and grow our High Net Worth pipeline, develop strong customer relationships, and sell and renew our award-winning High Net Worth Bespoke product. You will be involved in devising strategies for new business and developing opportunities. The role is supported with a robust training plan to ensure you unlock your growth potential.
About you
• Genuine interest in the High Net Worth lifestyle, homes, property, cars, valuables, antiques, and collections.
• Confident and effective communicator as a trusted adviser for all insurance aspects.
• Drive, energy, and enthusiasm to provide a fantastic, holistic customer experience.
• Good organisational skills and ability to manage a busy workload and prioritise tasks.
• Minimum of Grade C/4 in GCSE Maths and English (or equivalent), Cert CII or a willingness to obtain.
• Proficient IT user with the ability and desire to learn new systems, products, and processes.
• Driving licence and access to own vehicle is essential.
• Ideally live within 1 hour commute from the Bishop Sutton Office, BS39 5XP.
Our commitment to you:
We pride ourselves in the development of our team. Our culture is one of professionalism, fairness, and support. We consider our team to be our greatest asset and encourage development within your role.
We commit to providing a working environment built on mutual respect, where our team and the business can succeed. We actively encourage CII (Chartered Insurance Institute) training alongside NFU Mutual learning and development.
Benefits:
Our agency office is a modern building with ample free parking. We offer a car allowance and commission scheme. There is an opportunity to work 2 days per week from home upon completion of a probation period. We respect your personal time, so we do not expect you to work late evenings or weekends. Our office hours are Monday to Friday 9am-5pm. We offer 25 days annual leave plus all bank holidays.
Please apply in writing with CV and covering letter to: Sallyann Lynn, Operations Manager sallyann_lynn@nfumutual.co.uk. If you would like a confidential discussion about the role, please call 01934 861035.
Closing date for all applications: 29.11.24
Please note you will be employed by Agents of NFU Mutual, J R Herbert & J B Hawkins and not NFU Mutual directly.
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