New Business – High net worth Executive

Job Title: HNW New Business Account Executive 

Location: Surrey/London

Full/Part Time: Full Time

Salary: £60,000 per annum

Insurance Industry Sectors: Brokerage, Broking, HNW, Ultra HNW

OVERVIEW

Lawes are currently partnered with an award winning broker who are seeking a High Net Worth Account Executive to and play a pivotal role ensuring exceptional service for our discerning clients. You’ll enjoy a hybrid working model, 60% at home with the rest of the time spent in the office in Surrey or London and client visits.

New business experience is essential but our client is open to individuals from a non insurance background.

RESPONSIBILITIES

As a High Net Worth Account Executive, you will:

• Build and nurture relationships with high-net-worth clients across Surrey and London suburbs
• Educate clients on the full range of products and tailor insurance solutions to meet their needs
• Drive new business development and enhance a reputation in the high-net-worth market
• Host networking events, collaborate with the marketing team, and visit clients in their homes to deliver a personal and professional service
• Ensure compliance with Insurance Distribution Directive requirements, including ongoing Continuous Professional Development and regular re-screening

DAY-TO-DAY

Your typical day will involve:

• Engaging with high-net-worth clients to understand their insurance needs and provide tailored solutions
• Attending client meetings, networking events, and collaborating with the marketing team to drive business growth
• Working from home, the surrey office, or London working spaces, with flexibility to manage your schedule
• Partnering with the account management team to ensure seamless service delivery
• Staying up-to-date with industry regulations and maintaining compliance standards

If you have the relevant experience or know someone that does, please contact Sharnia now on 07458162853 or email us at admin@lawesgroup.co.uk