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High-net-worth New Business Executive Jobs

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High-net-worth New Business Executive
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Join a prominent insurance firm as a High-Net-Worth New Business Executive in Hertfordshire. Leverage your 3-5 years of HNW insurance sales experience to identify, acquire, and manage affluent clients. You will deliver tailored solutions and exceed business targets in a fast-paced, client-focused...
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United Kingdom , Hertfordshire
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Salary
40000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Explore the world of High-Net-Worth New Business Executive jobs, a prestigious and high-stakes career path at the intersection of elite sales, sophisticated relationship management, and specialized financial expertise. Professionals in this role are the driving force behind acquiring new affluent clients for private banks, wealth management firms, insurance specialists, and family offices. Their primary mission is to strategically identify, engage, and secure relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, acting as the crucial link between these discerning clients and the bespoke financial solutions they require. The day-to-day responsibilities of a High-Net-Worth New Business Executive are both demanding and rewarding. A core function involves proactive prospecting and lead generation, which often means leveraging extensive networks, attending exclusive industry events, and utilizing sophisticated research to build a robust pipeline of potential clients. Once a prospect is identified, the executive must expertly articulate the unique value proposition of their firm's services, which can range from complex investment portfolios and trust structures to specialized insurance products for luxury assets like art, yachts, and real estate. This is not a transactional sales role; it is about building long-term, trusted advisor relationships. Common responsibilities therefore include conducting in-depth client needs analyses, crafting and presenting tailored proposals, and skillfully negotiating terms to close substantial deals. A significant part of the role also involves consistently achieving and exceeding ambitious new business revenue targets and meticulously managing the client onboarding process. To excel in High-Net-Worth New Business Executive jobs, a specific set of skills and qualifications is essential. Typically, employers seek candidates with a proven track record in B2B or B2C sales within the financial services sector, often requiring 3-5 years of experience specifically targeting affluent clients. In-depth knowledge of financial products relevant to the wealthy, such as private banking, investment management, or bespoke insurance, is non-negotiable. Beyond technical acumen, exceptional interpersonal and communication skills are paramount. These executives must possess the gravitas and emotional intelligence to build rapport and earn the trust of highly successful individuals. Superior negotiation and influencing abilities are critical for closing high-value agreements, while resilience, self-motivation, and a results-driven mindset are necessary to thrive in a competitive, target-oriented environment. For those with the right blend of financial savvy, sales prowess, and interpersonal finesse, High-Net-Worth New Business Executive jobs offer a challenging and highly lucrative career, providing the opportunity to shape the financial legacies of the world's most affluent families and individuals.

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