Sales Manager / Probate Consultant
Location – Bristol (this is hybrid role with either 3 or 4 days in the office
)Hours – 37.5 per wee
kStart Date - ASA
PSalary - £50K to £60K DO
E
I’m very excited to be working with this specialist firm, who are committed to delivering exceptional customer service, ensuring that clients receive clear communication, fair pricing, and a seamless, well-supported experience from start to finish. They are a friendly and supportive team with a strong client-first culture, and it’s great to be partnering with a business that is continuing to grow and evolve while maintaining such high standards of service and car
e.
Over
viewThis organisation specialises in supporting individuals and families through complex administrative processes during sensitive life events. With a strong focus on delivering a clear, supportive, and transparent service, the business is committed to providing expert guidance and peace of mind to its clients. The company works closely with a network of professional partners, including legal professionals, financial advisers, and other related service providers, helping to enhance their client offering through trusted, high-quality support servi
ces.
Role P
urposeThe Sales Manager / Probate Consultant will operate in a dual-capacity role, combining hands-on responsibility for converting sales opportunities with leadership of a client services
team.Key aspects of the role in
* clude:Managing inbound enquiries and sales opportunities using a consultative ap
* proachNurturing leads through the full sales cycle from initial contact to conv
* ersionLeading and developing a high-performing team to achieve business t
* argetsMaintaining direct involvement in sales activity while driving overall team perfo
rmanceThis role requires someone who can lead from the front, using personal performance and insight to inform team development and process improve
ments.
Key Responsib
* ilitiesManage and analyse performance data (MI), identifying trends and implementing improvements to enhance conversion rates and overall perf
* ormanceAct as a subject matter expert and referral point for team members, providing support on complex enquiries and technical
* mattersOversee lead management processes to ensure all opportunities are ma
* ximisedSupport the team in handling complex cases, quotes, and client inter
* actionsDrive a seamless customer journey, identifying opportunities for cross-selling and upselling s
* ervicesConduct regular coaching sessions, including call listening and one-to-ones, to improve team cap
* abilitySet objectives, monitor performance, and ensure delivery against
* targetsManage client pipelines from initial enquiry through to ag
* reementDeliver high-quality, empathetic customer service throughout the client li
* fecycleIdentify process improvements to enhance efficiency and customer o
utcomes
Performance
* MeasuresAchievement of individual and team KPIs, including conversion rates and revenue
* targetsEffectiveness of processes and continuous improvement ini
* tiativesCustomer satisfaction and service quality
* metricsTeam engagement, development, and r
* etentionOverall team performance and colla
boration
Skills & E
xperience
* EssentialProven experience in a sales role within legal or professional
* servicesStrong track record of managing and develop
* ing teamsExperience coaching, mentoring, and improving team pe
* rformanceAbility to manage a personal sales pipeline alongside leadership respons
* ibilitiesStrong communication and relationship-buildi
* ng skillsExperience working to and excee
ding KPIs
* DesirableExperience within probate, estate administration, or a relat
* ed sectorTechnical knowledge relevant to legal or professional services env
ironments
Personal
* AttributesEmpathetic and customer-focuse
* d approachStrong commercial awareness with the ability to dri
* ve resultsHighly organised with the ability to prioritise workload e
* ffectivelyProactive and solutions-orient
* ed mindsetCollaborative leadership style with a focus on team d
evelopment
Core
* BehavioursClear and effective co
* mmunicationCommitment to continuous
* improvementAccountability an
* d ownershipAttentio
* n to detailAdaptability and res
* ponsivenessStrong relationship-buildi
* ng approachResults-driven with a client-fi
rst mindset
If you feel this role is the right fit for you, we’d love to hear from you
, apply now!