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Client quotations advisor

Cardiff
Howells Solicitors
Will advisor
Posted: 4h ago
Offer description

Job Description
At Howells, we combine a fresh and forward-thinking approach with a client-focused, local feel to deliver a range of award-winning, quality services. This role will be responsible for providing comprehensive residential property quotes to prospective clients, ensuring they are fully informed about why thousands of people choose to use Howells when purchasing or selling their property every year, driving high conversion rates from initial interest to instruction.

What You'll Be Responsible For

* Take inbound calls from existing and potential clients, local introducers and brokers who are seeking residential property quotes.
* Make outbound calls to clients with outstanding quotes and follow up on potential 'warm' leads.
* Drive conversion of initial interest to instruction, in line with agreed targets.
* Maintain professional relationships with local introducers and brokers, via regular communication and updates.
* Assist clients in making informed decisions by providing accurate conveyancing quotes and service information.
* Action and respond to client / introducer email enquiries in a polite and professional manner.
* Consistently upsell and cross-sell Howells legal services, particularly to those clients who have instructed us to sell or purchase their property.
* Conduct data entry tasks accurately and efficiently.
* Work collaboratively with other colleagues within other departments, including the department team leader.
* Keep records of trends and themes with reasons as to why certain clients do not choose to instruct Howells and communicate these with the team leader.
* Maintain a high level of professionalism and phone / email etiquette when interacting with clients and introducers.
* Support with any other reasonable administrative tasks, as instructed by the team leader or Director.

What We're Looking For

* Experience with customer / client sales conversion and objection handling.
* Excellent people and customer service skills.
* Previous experience or knowledge in residential property or a similar field is desirable but not essential.
* Able to build a good rapport and relationship with clients over the telephone.
* Proficient in Microsoft Office applications with strong typing skills.
* Excellent verbal and written communication skills.
* Calm, resilient, and effective under pressure.
* Proactive in contacting clients via email and telephone.
* Highly self-motivated with a strong work ethic.
* Exceptional attention to detail and accuracy.
* Strong team player with a collaborative approach.

What You'll Receive

* Competitive Salary
* Annual Leave: Enjoy a minimum of 23 days each holiday year, plus bank holidays and extra time off to unwind, including an additional personal day, a day off for your birthday, and a discretionary paid day during the Christmas break.
* Annual Leave Purchase Scheme: Option to buy up to 3 extra days of leave annually to support your work-life balance.
* Gym Discounts: Access discounted memberships to help you stay active and healthy.
* Growth & Development: We're invested in your career with opportunities for learning and advancement.
* Milestone Recognition: Celebrate your dedication with recognition and awards for key milestones.
* Events: Take part in various networking, corporate, and charity events throughout the year.
* Refer a Friend Scheme: Get rewarded for referring talented friends and connections to join the team.

If you have any questions about this opportunity, please email
Successful candidates will be subject to a basic or enhanced DBS disclosure dependent on the role. Permanent employment is conditional on having a satisfactory DBS check. You will therefore be asked to disclose any unspent convictions during the recruitment process.

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