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- Tasks: Manage relationships with high-value clients and provide trusted advisory services.
- Company: Respected specialist insurance office in Charlbury, known for professionalism.
- Benefits: Competitive salary, supportive environment, and opportunities for networking.
- Why this job: Join a top-tier team and make a real impact in private client advisory work.
- Qualifications: Experience in insurance or rural advisory roles with strong relationship-building skills.
- Other info: A calm, professional workplace focused on long-term client relationships.
The predicted salary is between 48000 - 72000 £ per year.
A rare opportunity has arisen within one of the UK’s most respected specialist insurance offices, based in Charlbury. The office is regarded as one of the strongest in the country, serving a private client and estates portfolio of exceptional quality.
This role operates at the very top end of estates and private client advisory work. You will manage relationships with individuals, families and estates of significant wealth and influence, where discretion, judgement and continuity of advice are essential. These are long-standing clients, often with complex, multi-generational arrangements and wider business interests extending into London and beyond.
This is not transactional broking. It is trusted advisory work, carried out at the highest level.
You will work alongside experienced, well-regarded colleagues in an office known for its standards, professionalism and culture. It is a calm, grown-up environment where people are trusted to do their job properly and relationships are built over time.
Networking is part of the role, but it is purposeful rather than performative. You will operate within the very best professional circles, alongside leading advisers, agents and decision-makers, in settings where reputation matters and credibility is assumed.
This opportunity may suit an experienced Insurance Account Executive operating at the top end of private client or estate work. It may equally appeal to a senior rural professional, such as an Estate Manager or Rural Agent, who already advises clients at this level and is seeking a long-term advisory role.
This is not a stepping stone. It is a destination.
For a confidential conversation, please contact Green Barks Search. All enquiries will be handled in the strictest confidence.
Account Executive – High Value Insurance Rural Portfolio in Charlbury employer: Green Barks Search
Contact Detail:
Green Barks Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive – High Value Insurance Rural Portfolio in Charlbury
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the insurance and estate management sectors. Attend industry events, join relevant groups, and don’t be shy about reaching out to people on LinkedIn. Building genuine relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Showcase your expertise! When you meet potential employers or clients, make sure to highlight your experience in managing high-value portfolios. Share specific examples of how you've successfully navigated complex client needs. This will help you stand out as a trusted advisor.
✨Tip Number 3
Be proactive! Don’t wait for job openings to come to you. Reach out directly to companies you admire, like the one in Charlbury. Express your interest in their work and how you could contribute. Sometimes, the best roles are created when you show initiative.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re serious about joining our team. Don’t miss out on the chance to land that dream role!
We think you need these skills to ace Account Executive – High Value Insurance Rural Portfolio in Charlbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Account Executive role. Highlight your experience in managing high-value clients and any relevant advisory work you've done.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Networking Skills: Since networking is key in this role, mention any relevant connections or experiences you've had in professional circles. This will show us that you understand the importance of building relationships in a trusted advisory capacity.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it’s super easy!
How to prepare for a job interview at Green Barks Search
✨Know Your Clientele
Familiarise yourself with the types of clients you'll be working with. Understand their needs, values, and the complexities of their portfolios. This will help you demonstrate your ability to manage relationships with high-value individuals and estates during the interview.
✨Showcase Your Advisory Skills
Prepare examples from your past experiences that highlight your advisory capabilities. Discuss how you've navigated complex situations and provided tailored solutions for clients. This will show that you can operate at the highest level of trust and discretion.
✨Emphasise Networking Experience
Since networking is a key part of the role, be ready to talk about your experience in building professional relationships. Share specific instances where your networking led to successful outcomes, demonstrating your ability to operate within elite circles.
✨Cultural Fit Matters
Research the company culture and values. Be prepared to discuss how your personal values align with theirs. Highlight your understanding of professionalism and discretion, as these are crucial in a calm, grown-up environment like theirs.
