HNW New Business Client Director

• Collate analyse and evaluate relevant client personal business and financial information to complete fact finds and recommend suitable advice products and services that meet their needs
• Develop a robust pipeline and contact strategy to identify customers
• Promote and sell general insurance HNW products or personal lines
• Educate support and guide Agents and their staff to promote HNW products and generate leads and appointments that will deliver targeted sales income
• Build strong business relationships with key stakeholders to establish the company as an effective and profitable provider of insurance services to its customers
• Complete and submit necessary documentation to provide a robust statutory record of advice and accurate efficient policy information

• 5 GCSEs or equivalent at Grades C and above
• Cert CII desirable

Cert CII

bonus