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For Companies At a Glance
- Tasks: Build relationships with ultra-high-net-worth clients and deliver bespoke services.
- Company: Global leader in elite lifestyle management and concierge services.
- Benefits: Competitive salary, performance bonuses, and opportunities for personal growth.
- Why this job: Join a dynamic team and make a real impact in luxury services.
- Qualifications: Proven sales experience in premium environments and strong communication skills.
- Other info: Collaborative culture with a focus on client-first service and ethical conduct.
The predicted salary is between 50000 - 70000 £ per year.
Insignia is a leading global provider of elite lifestyle management, concierge services, and financial solutions for high-net-worth individuals. With an established presence in key global markets, Insignia delivers bespoke experiences, premium services, and exclusive access to its discerning clientele. We are now expanding our global footprint and are seeking dynamic, entrepreneurial sales executives to aid our growth.
Position Overview
The Direct Sales Executive will acquire and develop ultra-high-net-worth individual (UHNWI) relationships through a high-trust, high-touch commercial approach. The role is responsible for building a qualified pipeline, converting prospects through a premium consultative process, and coordinating a personalized onboarding experience in close partnership with internal onboarding and compliance teams. Success requires deep product and objection handling training, disciplined pipeline execution and immediate qualification and closing skills (prospects are often a one-shot opportunity).
- Develop and execute a pipeline plan with clear weekly activity and conversion targets.
- Source qualified prospects through trusted networks, introducers, strategic partners, and high-calibre events.
- Enable premium discovery meetings to diagnose needs (privacy, service expectations, lifestyle, and financial preferences) and qualify fit.
- Present Insignia’s value proposition credibly and consistently, tailored to the client’s context, without discounting premium positioning.
- Manage objections with composure (fees, privacy, onboarding requirements, ‘why Insignia’ comparisons) and progress deals to decision.
- Coordinate onboarding with internal stakeholders, ensuring a seamless, compliant client experience.
- Maintain excellent CRM hygiene: accurate updates, follow-ups, and reporting cadence.
- Protect brand integrity through disciplined qualification, ethical conduct, and confidentiality always.
Qualifications and experience
- Proven sales track record in premium, relationship-led environments (e.g., private banking, luxury services, UHNW advisory, premium membership models).
- Demonstrated ability to source leads through trusted networks and introducers; comfort operating in an invitation-led context.
- Strong written and verbal communication with the ability to create tailored proposals and deliver polished presentations.
- Comfort working with structured processes (CRM, pipeline stages, reporting cadence) in a target-driven environment.
- High integrity, discretion, and professionalism; able to operate confidently with senior stakeholders and demanding clients.
- Language skills aligned to the market (English required; other languages are beneficial).
Working style and mindset
- Client-first, service-oriented approach with premium standards.
- Calm under pressure; resilient and tactful with strong personalities.
- Collaborative and proactive across functions (sales, compliance, ops, concierge, leadership).
- Disciplined follow-through: closes loops, meets commitments, and communicates clearly.
Direct Sales Executive in City of London employer: Insignia Group of Companies
Contact Detail:
Insignia Group of Companies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Direct Sales Executive in City of London
✨Network Like a Pro
Get out there and mingle! Attend high-calibre events and connect with potential clients and partners. Remember, it’s all about building those relationships that can lead to UHNWI prospects.
✨Master Your Pitch
Craft a killer value proposition that speaks directly to your audience's needs. Tailor your pitch for each client, showcasing how Insignia can elevate their lifestyle without compromising on premium service.
✨Stay Organised
Keep your CRM up to date and maintain excellent hygiene. Track your interactions and follow-ups diligently; this will help you manage your pipeline effectively and ensure no opportunity slips through the cracks.
✨Be Resilient
Don’t let objections throw you off your game. Stay calm and composed when addressing concerns, and always be ready to pivot your approach to keep the conversation moving towards a positive outcome.
We think you need these skills to ace Direct Sales Executive in City of London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Direct Sales Executive role. Highlight your experience in premium, relationship-led environments and showcase how you can bring value to Insignia's elite clientele.
Showcase Your Sales Skills: We want to see your proven sales track record! Include specific examples of how you've successfully sourced leads and closed deals in high-pressure situations. This will help us understand your ability to thrive in our target-driven environment.
Communicate Clearly: Strong written communication is key for this role. Ensure your application is well-structured, free of errors, and clearly conveys your skills and experiences. Remember, we’re looking for polished presentations right from the start!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Insignia Group of Companies
✨Know Your Product Inside Out
Before the interview, make sure you have a deep understanding of Insignia’s services and value proposition. Be ready to discuss how these offerings can meet the unique needs of ultra-high-net-worth individuals. This will show your genuine interest and help you tailor your responses effectively.
✨Prepare for Objection Handling
Given the nature of the role, anticipate common objections you might face during the sales process. Practice your responses to concerns about fees, privacy, and why clients should choose Insignia over competitors. Demonstrating composure and confidence in handling objections will set you apart.
✨Showcase Your Networking Skills
Since sourcing leads through trusted networks is crucial, come prepared with examples of how you've successfully built relationships in previous roles. Highlight any strategic partnerships or high-calibre events you've attended that could relate to this position.
✨Demonstrate Your Client-First Mindset
During the interview, emphasise your client-first approach and how you prioritise service excellence. Share specific examples of how you've gone above and beyond for clients in the past, showcasing your professionalism and integrity in high-pressure situations.