At a Glance
- Tasks: Manage probate enquiries and convert leads into instructed cases through consultative sales.
- Company: Dynamic UK provider of probate and estate administration services with a people-led culture.
- Benefits: Excellent salary, quarterly bonuses, and hybrid working options.
- Other info: Collaborative environment focused on shared success and achieving KPIs.
- Why this job: Shape processes and influence team performance during exciting growth and change.
- Qualifications: Strong background in probate or estate administration and confident in client-facing sales.
The predicted salary is between 40000 - 50000 £ per year.
This is a newly created position at a UK provider of probate and estate administration services operating in a regulated, client-focused environment for an experienced Sales Consultant. The business is currently undergoing a period of modernisation and growth following new senior leadership appointments, with a strong focus for the company to keep their culture to be people-led at its core.
What's the Opportunity:
This is a senior sales position responsible for managing probate and estate administration enquiries through a consultative sales process—from initial enquiry through to instruction and onboarding. Central to the role will be to convert leads into instructed cases.
Key Responsibilities:
- Manage inbound probate enquiries
- Conduct consultative client conversations to assess needs
- Recommend appropriate service options (grant-only or full estate administration)
- Provide accurate quotations and convert enquiries into instructions
- Oversee onboarding to Operations
- Maintain strong conversion performance across lead-to-quote and quote-to-sale ratios
Your profile:
- Strong background in probate or estate administration - ESSENTIAL
- Confident in client-facing, consultative sales conversations
- Comfortable handling a mix of lead quality, from warm referrals to early-stage enquiries
- Commercially aware, with experience working to KPIs and conversion targets
- Collaborative team mindset with a focus on shared success
What's on offer:
- Excellent base salary
- Quarterly bonus structure
- Hybrid working
- Genuine scope to shape processes and influence team performance during a period of growth and change
Interested? Apply with your current CV to Loraine Silvester at G2 Legal.
Legal Sales Consultant in Bristol employer: G2 Legal
Join a forward-thinking company in Bristol that prioritises a people-led culture while offering a dynamic environment for growth and modernisation. As a Legal Sales Consultant, you will benefit from an excellent base salary, a quarterly bonus structure, and the opportunity to shape processes during an exciting period of change. With a strong focus on employee development and collaborative success, this role is perfect for those looking to make a meaningful impact in the probate and estate administration sector.
