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For Companies At a Glance
- Tasks: Generate new business with affluent clients and design tailored insurance programmes.
- Company: Leading independent insurance broker known for bespoke, high-quality solutions.
- Benefits: Competitive salary, performance bonuses, comprehensive training, and generous holiday allowance.
- Why this job: Join a rewarding market and build long-term relationships with high net worth individuals.
- Qualifications: Sales or client relationship experience; no insurance background needed.
- Other info: Supportive environment with clear progression paths and funded professional qualifications.
The predicted salary is between 35000 - 40000 £ per year.
High Net Worth (HNW) Sales Executive
Location: North of England (flexible within the region)
Salary: £35,000 – £40,000 plus bonus & benefits
Our client is a leading independent insurance broker with an excellent reputation for providing bespoke, high-quality insurance solutions to both businesses and private clients. Their High Net Worth division specialises in protecting the lifestyles and assets of affluent individuals, offering discreet, personalised advice and market-leading cover for prestige homes, fine art, jewellery, luxury cars, yachts, and other valuable possessions.
They pride themselves on building long-term relationships based on trust, service excellence, and expert guidance.
The Opportunity
We are seeking an ambitious and driven Trainee High Net Worth Sales Executive to join a growing Private Clients team.
This is an excellent opportunity for someone with a background in sales or client relationship management — whether in recruitment, property, financial services, luxury retail, or telesales — who is looking to move into a specialist, rewarding, and highly professional market.
No previous insurance experience is required — full training, ongoing development, and support towards industry-recognised qualifications will be provided.
Key Responsibilities
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Proactively generate new business opportunities with High Net Worth individuals through networking, referrals, and targeted outreach.
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Build trusted, long-term relationships with clients, understanding their unique insurance needs.
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Design tailored insurance programmes for high-value homes, vehicles, collections, and lifestyle assets.
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Cross-sell and identify additional opportunities within existing client portfolios.
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Maintain accurate records and ensure all activity is compliant with FCA regulations.
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Manage the full sales process from prospecting to closing and after-sales care.
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Work towards and exceed agreed sales and retention targets.
About You
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Experience in sales, business development, or customer relationship management.
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Strong communication skills, able to engage confidently with affluent clients.
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Naturally proactive, target-driven, and motivated by results.
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Organised, with excellent attention to detail.
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Comfortable learning technical knowledge and presenting complex information clearly.
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Confident using Microsoft Office and CRM systems.
What’s on Offer
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Competitive salary (£35k–£40k) plus performance-based bonus.
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Comprehensive training and support, with funded professional qualifications (CII).
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Clear progression path into senior client management or broking roles.
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Company pension scheme.
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Generous holiday allowance, including your birthday off.
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Private healthcare cash plan.
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Supportive, collaborative working environment.
NRG is an equal opportunities employer committed to promoting a diverse and inclusive workplace. We oppose all forms of unlawful or unfair discrimination on the grounds of any protected characteristic. Our aim is to create an environment that encourages diversity, builds on individual differences, and responds equitably to the needs of all. We proactively take steps to fulfil our legal obligations, remove barriers, monitor for fairness, reflect the communities we serve, and enforce a zero-tolerance policy for breaches of our Equality and Diversity policy.
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HNW Sales Executive employer: NRG Resourcing Ltd
Contact Detail:
NRG Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Sales Executive
✨Network Like a Pro
Get out there and start networking! Attend industry events, join relevant groups on social media, and connect with people in the high net worth space. Building relationships is key, so don’t be shy about reaching out to potential clients or mentors.
✨Show Off Your Skills
When you get the chance to meet with potential employers or clients, make sure to showcase your sales skills. Prepare a few success stories from your past experiences that highlight your ability to build relationships and close deals. Confidence is key!
✨Follow Up Like a Boss
After any meeting or networking event, always follow up with a thank-you email or message. This not only shows your professionalism but also keeps you fresh in their minds. A little persistence can go a long way in landing that job!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us gives you a better chance of standing out. Plus, we’re always looking for passionate individuals to join our team, so make sure to put your best foot forward!
We think you need these skills to ace HNW Sales Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the HNW Sales Executive role. Highlight any sales or client relationship experience you have, even if it's from a different industry. We want to see how you can bring your unique background to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about working in the high net worth insurance sector. Share specific examples of how you've built relationships or closed deals in the past. We love a good story!
Showcase Your Communication Skills: Since you'll be engaging with affluent clients, it's crucial to demonstrate your strong communication skills. Whether it's in your CV, cover letter, or any additional documents, make sure your writing is clear, professional, and engaging. We want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll find all the details you need there. Plus, it shows us you’re proactive and keen to join our team at StudySmarter!
How to prepare for a job interview at NRG Resourcing Ltd
✨Know Your Audience
Before the interview, research the company and its High Net Worth division. Understand their values and the type of clients they serve. This will help you tailor your responses and show that you're genuinely interested in their mission.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences, even if they're from different industries. Highlight how your skills in building relationships and understanding client needs can translate into success in the HNW market.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This not only shows your interest but also helps you gauge if this is the right fit for you. Ask about their approach to client relationships or how they support ongoing development.
✨Demonstrate Proactivity
During the interview, share examples of how you've proactively generated leads or built client relationships in the past. This aligns with the company's focus on proactive business generation and will demonstrate your suitability for the role.
