Sales manager

Sales Manager / Probate Consultant

Location - Bristol (this is hybrid role with either 3 or 4 days in the office)

Hours - 37.5 per week

Start Date - ASAP

Salary - £50K to £60K DOE

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 care.

Overview

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 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 services.

Role Purpose

The 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 include:

Managing inbound enquiries and sales opportunities using a consultative approach
Nurturing leads through the full sales cycle from initial contact to conversion
Leading and developing a high-performing team to achieve business targets
Maintaining direct involvement in sales activity while driving overall team performanceThis role requires someone who can lead from the front, using personal performance and insight to inform team development and process improvements.

Key Responsibilities

Manage and analyse performance data (MI), identifying trends and implementing improvements to enhance conversion rates and overall performance
Act as a subject matter expert and referral point for team members, providing support on complex enquiries and technical matters
Oversee lead management processes to ensure all opportunities are maximised
Support the team in handling complex cases, quotes, and client interactions
Drive a seamless customer journey, identifying opportunities for cross-selling and upselling services
Conduct regular coaching sessions, including call listening and one-to-ones, to improve team capability
Set objectives, monitor performance, and ensure delivery against targets
Manage client pipelines from initial enquiry through to agreement
Deliver high-quality, empathetic customer service throughout the client lifecycle
Identify process improvements to enhance efficiency and customer outcomes

Performance Measures

Achievement of individual and team KPIs, including conversion rates and revenue targets
Effectiveness of processes and continuous improvement initiatives
Customer satisfaction and service quality metrics
Team engagement, development, and retention
Overall team performance and collaboration

Skills & Experience

Essential

Proven experience in a sales role within legal or professional services
Strong track record of managing and developing teams
Experience coaching, mentoring, and improving team performance
Ability to manage a personal sales pipeline alongside leadership responsibilities
Strong communication and relationship-building skills
Experience working to and exceeding KPIsDesirable

Experience within probate, estate administration, or a related sector
Technical knowledge relevant to legal or professional services environments

Personal Attributes

Empathetic and customer-focused approach
Strong commercial awareness with the ability to drive results
Highly organised with the ability to prioritise workload effectively
Proactive and solutions-oriented mindset
Collaborative leadership style with a focus on team development

Core Behaviours

Clear and effective communication
Commitment to continuous improvement
Accountability and ownership
Attention to detail
Adaptability and responsiveness
Strong relationship-building approach
Results-driven with a client-first mindset

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application