Accredited Investor Specialist

Prudential Assurance UK

8-10 years insurance sales experience
3-5 years hnw level experience
Proven sales record in hnw insurance products
The role focuses on delivering investment insights and supporting client confidence for High Net Worth customers

Job Summary

  • The role focuses on delivering investment insights and supporting client confidence for High Net Worth customers.
  • You will collaborate with Wealth Managers to provide tailored solutions for wealth protection, transfer, and legacy planning.
  • Prudential offers a culture where diversity is celebrated and employees are supported to connect, grow, and succeed.

Matching Summary

The role focuses on delivering investment insights and supporting client confidence for High Net Worth customers.

Skills & Requirements

Must-have

  • 8-10 years insurance sales experience
  • 3-5 years HNW level experience
  • Proven sales record in HNW insurance products
  • Strong understanding of financial markets and asset classes
  • Experience working alongside financial advisors

Nice-to-have

  • Excellent presentation and communication skills
  • Ability to simplify complex topics
  • Strong organizational and stakeholder management skills
  • Disciplined approach to sales
  • Desire to achieve targets in client-centric environment

Key Requirements

  • Degree in Finance, Business, or related discipline
  • 8-10 years insurance sales experience
  • 3-5 years at HNW level
  • Compliance with MAS, LIA, and Company guidelines

Work Rights

Not specified

Tailored Resume

Cover Letter