Role Overview
We're recruiting for an experienced Insurance High Net Worth professional to manage a portfolio of HNW Clients. You'll build strong, trusted and profitable relationships with clients in a supportive, growing business full of opportunity.
Responsibilities
- Manage a portfolio of High Net Worth Clients.
- Support clients year‑round.
- Develop relationships and help clients find the right insurance products to meet their needs.
- Tailor your approach, working with clients face‑to‑face, on the phone or via video calls.
- Prioritize renewal while focusing on growth by offering solutions from a diverse range of brands and a wide breadth of products.
Qualifications
- Experience handling the insurance requirements of HNW clients.
- Proactive with initiative to identify opportunities to assist clients and grow the business.
- Excellent communication and interpersonal skills, comfo...