Direct Sales
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).
Benefits of working at Insignia
You will operate in a dynamic, premium environment at the pinnacle of luxury banking and concierge experience worldwide, backed by more than 30 years of expertise. The role offers unique access to ultra-high-net-worth networks, including exclusive events and venues where relationships are built at the highest level. At Insignia, ambition is matched by execution—our mindset is captured in a simple promise we live by every day: “Yes to impossible.”
Key responsibilities
Develop and execute a pipeline plan with clear weekly activity and conversion targets.
Source qualified prospects through trusted networks, introducers, stra
