Private Client Insurance Sales Executive

The role

About the role

Key Responsibilities

• Develop and maintain relationships with prospective and existing high-net-worth clients, understanding their personal, family and business insurance needs. Identify and secure new business opportunities through networking, referrals, professional introducers and local relationship-building activities.
• Build strong relationships with solicitors, accountants, wealth managers, estate agents, land agents and other professional advisers who serve affluent clients.
• Conduct in-depth client reviews and fact-finding meetings to understand complex insurance requirements and risk exposures.
• Present tailored insurance solutions for high-value homes, fine art, collections, equestrian properties and other specialist assets.
• Act as a trusted adviser, delivering exceptional service and ensuring clients receive comprehensive and appropriate protection.
• Develop opportunities to introduce clients to wider NFU Mutual services, including investments, pensions and protection planning.
• Represent the Agency at private client, countryside and professional networking events, enhancing the profile of NFU Mutual within the local market.
• Maintain accurate records of client interactions and opportunities in accordance with FCA and NFU Mutual compliance standards.
• Contribute to the achievement of individual and agency growth objectives through high-quality new business generation and client retention. About you:

Essential Skills & Experience

• Outstanding communication and relationship-building skills. • Professional, confident and personable approach. • Experience within sales, business development, networking or client relationship management. • Ability to engage effectively with affluent and professional clients. • Self-motivated with strong organisational skills. • Comfortable attending events and representing the business externally. • Experience using CRM systems and managing business pipelines. • Strong attention to detail and a customer-focused mindset.
• Desirable Experience • Knowledge of insurance, financial services or rural business sectors. • Experience working with high-net-worth individuals or professional introducers. • Understanding of the West Sussex rural and high net worth community. • Existing local network within Chichester, Horsham, Pulborough or surrounding areas.
• Performance Expectations • Quality and volume of new business opportunities generated. • Development of professional introducer relationships. • Appointment conversion rates. • Growth in private client opportunities and introductions.
• Adherence to compliance and conduct standards. ________________________________________ Benefits • Comprehensive training and development programme. • Support towards professional qualifications, including CII accreditation. • Opportunity to develop specialist knowledge in High Net Worth, Rural and Commercial insurance. • Supportive and collaborative working environment. • 25 days annual leave plus bank holidays. • Company pension scheme. • Free parking. • Flexible and hybrid working options available. ________________________________________ Please apply in writing with a CV and covering letter to Matthew Baker at [email protected]

Closing Date: 20th November 2026.

Requirements

• Outstanding communication and relationship-building skills. • Professional, confident and personable approach. • Experience within sales, business development, networking or client relationship management. • Ability to engage effectively with affluent and professional clients. • Self-motivated with strong organisational skills. • Comfortable attending events and representing the business externally. • Experience using CRM systems and managing business pipelines. • Strong attention to detail and a customer-focused mindset.
• Desirable Experience • Knowledge of insurance, financial services or rural business sectors. • Experience working with high-net-worth individuals or professional introducers. • Understanding of the West Sussex rural and high net worth community. • Existing local network within Chichester, Horsham, Pulborough or surrounding areas.
• Performance Expectations • Quality and volume of new business opportunities generated. • Development of professional introducer relationships. • Appointment conversion rates. • Growth in private client opportunities and introductions.
• Adherence to compliance and conduct standards. ________________________________________ Benefits • Comprehensive training and development programme. • Support towards professional qualifications, including CII accreditation. • Opportunity to develop specialist knowledge in High Net Worth, Rural and Commercial insurance. • Supportive and collaborative working environment. • 25 days annual leave plus bank holidays. • Company pension scheme. • Free parking. • Flexible and hybrid working options available. ________________________________________ Please apply in writing with a CV and covering letter to Matthew Baker at [email protected]