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For Companies At a Glance
- Tasks: Deliver top-notch service to high net-worth clients and manage their insurance needs.
- Company: Join a prestigious firm known for its confidentiality and client focus.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Be part of a team that works with influential clients and makes a real difference.
- Qualifications: Experience in the Private Client sector and strong client relationship skills.
- Other info: Opportunity to grow within a supportive and established team.
The predicted salary is between 36000 - 60000 £ per year.
As part of the wider GB Retail team, Private Clients look after the personal insurance needs of both mid net-worth and high net worth individuals. These include the decision makers of our corporate clients, numerous members of the Sunday Times ‘Rich List’ and a host of familiar public names. Our service is of the highest and most confidential nature.
We are looking for a Sales Associate to join our team. You will have an excellent client focus and a proven track record for delivering the highest levels of direct client service, with the ability to analyze situations and provide optimum solutions for clients. Our ideal candidate will have experience in the Private Client sector.
The Role
Reporting to the Head of Sales and Strategy and working as part of an established team of Sales Associates, the successful candidate will be responsible for delivering quality service and cover to new Willis clients. You will manage and develop existing client and insurer relationships for the good of the business, providing the appropriate advice and subject matter expertise required to deliver a class-leading service and ensure that we have the right insurances in place to fulfil our clients’ demands and needs.
- Deliver a high level of customer service and maintain confidentiality at all times.
- Develop a strong relationship with your clients, understanding their insurance needs and ensuring that these are fulfilled.
- Day to day client service, answering queries received directly from clients, cover advice on scenarios applied across entire insurance portfolio.
- Preparing London market broking documentation including insurance market presentations and use of Willis systems and documentation.
- Negotiate favourable terms with insurers, whether on your own or working as part of a team.
- Ensure quarterly sales targets are met, cross-sell and up-sell opportunities are fulfilled.
- Encourage new business referrals and recommendations from your existing clients.
- Always operate within the business procedures and requirements.
- Apply FCA operating principles and always work in accordance with Treating Customers Fairly.
- Manage and control your workflows, team working to ensure these are kept up to date.
Sales Associate (Private Clients GB Retail) in London employer: WTW
Contact Detail:
WTW Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Associate (Private Clients GB Retail) in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Private Client sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with hiring managers or recruiters, make sure to highlight your experience in delivering top-notch client service. Share specific examples of how you've successfully managed client relationships and provided tailored solutions.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and how you can contribute to their success. This will not only impress your interviewers but also help you tailor your responses to show you're the perfect fit for the Sales Associate role.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals who can deliver exceptional service. By applying directly, you’ll ensure your application gets the attention it deserves, and you’ll be one step closer to joining our fantastic team.
We think you need these skills to ace Sales Associate (Private Clients GB Retail) in London
Some tips for your application 🫡
Show Off Your Client Focus: Make sure to highlight your client service skills in your application. We want to see how you've gone above and beyond for clients in the past, especially in the Private Client sector.
Tailor Your Experience: When writing your application, tailor it to reflect your experience with high net-worth individuals. We’re looking for specific examples that demonstrate your ability to understand and meet their unique insurance needs.
Keep It Professional Yet Personal: While we appreciate a friendly tone, remember that confidentiality is key in our industry. Strike a balance between being personable and maintaining professionalism in your written application.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at WTW
✨Know Your Clientele
Familiarise yourself with the profiles of mid net-worth and high net worth individuals. Understand their unique insurance needs and be ready to discuss how you can provide tailored solutions. This shows that you’re not just interested in the role, but also in the clients you'll be serving.
✨Demonstrate Confidentiality
Since the role involves handling sensitive information, be prepared to discuss how you maintain confidentiality in your previous roles. Share specific examples where you’ve successfully managed private client information, as this will highlight your understanding of the importance of discretion in this sector.
✨Showcase Your Sales Skills
Be ready to talk about your track record in sales, especially in the Private Client sector. Prepare examples of how you've met or exceeded sales targets, and discuss any strategies you used for cross-selling or up-selling. This will demonstrate your ability to drive business growth.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Think of scenarios where you had to analyse a client's needs and provide optimal solutions. Practising these types of questions will help you articulate your thought process clearly during the interview.
