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HNW Private Client Insurance Advisor

Job in Cumbernauld, North Lanarkshire, G67, Scotland, UK
Listing for: 2117GB00 A-Plan Holdings (Unlimited)
Full Time position
Listed on 2026-05-31
Job specializations:
  • Sales
    Insurance Sales
Job Description & How to Apply Below

2117GB00 A-Plan Holdings (Unlimited) is seeking an Account Executive to join their Private Clients team. In this role, you will build relationships with an existing client base while contributing to a successful team dynamic. The ideal candidate will be passionate about customer service and have experience with High-net-worth insurance.

Your responsibilities will include advising clients on products, identifying opportunities, and ensuring client satisfaction. A supportive environment is provided with opportunities for professional growth.

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