Player manager / probate consultant

Player Manager / Probate Consultant

Role Deta

• ilsLocation: Bristol (Hybrid – 3 to 4 days in the off
• iceHours: 37.5 per w
• eekStart Date: A
• SAPSalary: £50,000 – £60,000 (D

OE)Overv

iewI’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 fini

sh.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 ca

re.This 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 clien

ts.They work closely with a network of professional partners, including legal professionals, financial advisers, and other service providers, enhancing their client offering through trusted, high-quality support servic

es.Role Purp

oseThe Sales Manager / Probate Consultant will operate in a dual-capacity role, combining hands-on responsibility for converting sales opportunities with the leadership of a client services team. Key aspects of the role incl

• udeManaging inbound enquiries using a consultative appro
• achNurturing leads through the full sales cy
• cleLeading and developing a high-performing t
• eamMaintaining direct involvement in sales while driving overall team performa

nceThis role requires someone who can lead from the front, using their own performance and insight to drive team development and continuous improvem

entKey Responsibilit

• iesManage and analyse performance data (MI), identifying trends and implementing improveme
• ntsAct as a subject matter expert and escalation point for complex enquir
• iesOversee lead management processes to maximise conversion opportunit
• iesSupport the team with complex cases, quotes, and client interacti
• onsDrive a seamless customer journey, identifying opportunities for cross-selling and upsell
• ingDeliver coaching sessions, including call listening and 1:1s to improve performa
• nceSet objectives and monitor team performance against targ
• etsManage client pipelines from enquiry through to agreem
• entProvide high-quality, empathetic customer service throughout the lifecy
• cleIdentify and implement process improvements to enhance efficiency and outc

omePerformance Measu

• resAchievement of individual and team KPIs (conversion rates, reve
• nueEffectiveness of processes and continuous improvement initiati
• vesCustomer satisfaction and service qual
• ityTeam engagement, development, and retent
• ionOverall team performance and collaborat

ionSkills & Experie

nceEssent

• ialProven experience in a sales role within legal or professional servi
• cesStrong track record of managing and developing te
• amsExperience coaching, mentoring, and improving performa
• nceAbility to manage a personal sales pipeline alongside leadership responsibilit
• iesExcellent communication and relationship-building ski
• llsExperience working to and exceeding K

PIsDesira

• bleExperience within probate, estate administration, or a related fi
• eldTechnical knowledge within legal or professional services environme

ntsPersonal Attribu

• tesEmpathetic and customer-focu
• sedStrong commercial awareness with the ability to drive resu
• ltsHighly organised with the ability to prioritise effectiv
• elyProactive and solutions-orien
• tedCollaborative leadership style with a focus on team developm

entCore Behavio

• ursClear and effective communicat
• ionCommitment to continuous improvem
• entAccountability and owners
• hipStrong attention to det
• ailAdaptability and responsiven
• essRelationship-focused appro
• achResults-driven with a client-first mi