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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building relationships with high-net-worth individuals and managing CRM systems effectively. Proven ability to conduct high-volume outreach and develop structured conversion strategies to drive client engagement and partnerships.
Highest-signal resume keywords
High-Net-Worth Client Relationship ManagementLinkedIn Outbound SalesGoHighLevel CRM ExperienceSales Target AchievementResearch and Prospecting Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentClient NurturingConversion TestingPipeline ManagementHigh-Volume Outreach
Soft Skills
Consultative ApproachOrganizational SkillsCreativityAnalytical ThinkingSelf-Starter Attitude
Tools & Technologies
GoHighLevel CRM
Industry Keywords
Private Medical InsuranceLuxury RetailPrime Real EstatePrivate HealthcareConcierge ServicesPrivate Members' Clubs
About the role
Key responsibilities & impact- Build a repeatable route to high-net-worth clients
- Run LinkedIn outbound into corporate employers that offer private medical insurance (PMI)
- Identify high-value potential among existing clients and loyalty members
- Build partnerships that bring high-net-worth clients through the door
- Build relationships with prime real estate, executive assistant networks, luxury event planners, private members' clubs, luxury retail and high-end diagnostics providers
- Conduct disciplined, high-volume outreach into PMI-covered employers from a shared target list
- Work alongside the on-the-ground corporate activation team
- Screen existing clients and loyalty members for high-value potential
- Research and nurture selected clients over weeks and months
- Design, run and document structured conversion tests
- Maintain accurate CRM records in GoHighLevel
- Track activity and conversion at every stage
- Launch LinkedIn outbound within the first 30 days at approximately 25 outreaches per day
- Set booked-consultation targets by day 30
- Establish nurture plans and track conversion by source for every new client
- Sign 1–2 referral or collaboration partnerships monthly from month two
- Maintain a clean, up-to-date CRM
- Complete at least one structured test per month and document the hypothesis, execution, result and next step
Requirements
What you’ll need- Experience building relationships with high-net-worth individuals or people around them, including in private members' clubs, prime real estate, concierge, luxury retail, private healthcare or wealth
- Strong sales track record, including opening doors, closing deals and working towards targets
- Confidence running LinkedIn outbound at volume
- Ability to pick up new tools quickly
- Strong research habits and ability to build a clear picture of a prospect before approaching them
- Consultative and patient approach to nurturing high-value clients over weeks or months
- Creative and analytical approach to developing and properly testing new ideas
- Organised and disciplined CRM and pipeline management
- Self-starter comfortable building something new rather than following an existing playbook
- Comfortable working in a fast-paced start-up
- Experience with GoHighLevel CRM
- Ability to work in a hybrid arrangement at London HQ
Benefits
Comp & perks- Clear path to lead the function, potentially within 12 months
- Real ownership and a seat at the table in a fast-growing business