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For Companies At a Glance
- Tasks: Build relationships with ultra-high-net-worth clients and deliver bespoke lifestyle solutions.
- Company: Global Insignia, a leader in elite lifestyle management and concierge services.
- Benefits: Competitive salary, dynamic work environment, and opportunities for personal growth.
- Why this job: Join a prestigious company and make a real impact on high-net-worth individuals' lives.
- 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.
Global 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 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
✨Network Like a Pro
Get out there and connect with people! Attend high-calibre events, join exclusive clubs, and tap into your trusted networks. The more relationships you build, the easier it’ll be to source those ultra-high-net-worth prospects.
✨Master Your Pitch
When you get the chance to present Insignia’s value proposition, make it count! Tailor your pitch to each client’s unique needs and preferences. Remember, it’s all about making that personal connection and showcasing how we can elevate their lifestyle.
✨Stay Organised
Keep your CRM up to date and maintain excellent hygiene. Track your interactions, follow-ups, and progress with prospects. A disciplined approach will help you stay on top of your pipeline and ensure no opportunity slips through the cracks.
✨Be Resilient and Professional
In this game, you’ll face objections and tough questions. Stay calm and composed, and handle them with integrity. Show your clients that you’re not just selling a service; you’re building a long-term relationship based on trust and professionalism.
We think you need these skills to ace Direct Sales Executive
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 your skills align with our values at Insignia.
Showcase Your Sales Success: We want to see your proven sales track record! Include specific examples of how you've sourced leads and closed deals in the past. Numbers speak volumes, so don’t shy away from sharing your achievements.
Communicate Clearly: Strong written communication is key for this role. Ensure your application is well-structured and free of errors. Use a professional tone while still being personable – we love a bit of character!
Apply Through Our Website: For the best chance of success, apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. We can't wait to hear from you!
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 not only show your enthusiasm but also your ability to tailor solutions to clients.
✨Master the Art of Objection Handling
Prepare for potential objections you might face during the interview. Think about common concerns high-net-worth clients may have, such as fees or privacy issues, and practice your responses. Demonstrating your composure and problem-solving skills in handling objections will impress the interviewers.
✨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. Share specific instances where your networking led to significant sales or partnerships, highlighting your entrepreneurial spirit.
✨Demonstrate Your Client-First Mindset
During the interview, emphasise your client-first approach. Use examples from your past experiences to illustrate how you prioritised client needs and delivered exceptional service. This will resonate well with the company’s values and show that you’re a great fit for their culture.