New Business Executive

New Business Executive

Shepton Mallet Full-Time 28800 - 43200 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage clients, provide quotes, and manage leads in a dynamic sales environment.
  • Company: Join Lyons Bowe, a forward-thinking legal services provider dedicated to client care.
  • Benefits: Enjoy training opportunities, flexible work hours, and a supportive team culture.
  • Why this job: Be part of a vibrant team that values growth, innovation, and exceptional client service.
  • Qualifications: 2 years in sales, strong IT skills, and a knack for client care are essential.
  • Other info: Opportunities for personal development and internal training await after your probation.

The predicted salary is between 28800 - 43200 Β£ per year.

Overview

A career at Lyons Bowe is more than a job, it is a place to grow, thrive, and be part of something different.

The New Enquiries Executive will report into the New Business Executive Team Leader and the New Instructions Team Manager, whilst being supported by the Business Development Team. The New Instructions and New Business Team are a pivotal part of the business and provide exceptional service to our clients.

Responsibilities and Duties

Business Development

  • Providing quotes for our legal services as requested by our clients, Estate Agents, or other 3 rd parties.
  • Sourcing new sales opportunities through inbound lead follow up calls and emails.
  • Managing your own diary and workload to ensure successful and prompt conversion of leads and quotes.
  • Working with the New Instructions and Business Development teams to achieve the overall company target of instructions and quotes per month.
  • Monitor accurately and report to the Business Development Team, reasons for declined instructions.
  • Following up all quotes within company agreed timeframe.
  • Ensuring that our CRM is updated with all sales activity on a daily basis.
  • Proactively utilising our CRM systems to sell all elements of the business.

Communication & Client Care

  • Effectively communicating with clients via telephone, email and face-to-face.
  • Provide exceptional service to our clients through regular communication.
  • Deal with any client care issues as soon as they are identified, taking ownership of the matter, and responding in a timely manner.
  • Maintaining strong business relationships with internal & external stakeholders.
  • Building long term relationships with our agents and clients.

Use of IT

  • Complete all mandatory etraining as instructed.
  • Use the relevant systems on a daily basis to ensure the accuracy and effectiveness of your work.
  • Attend full training and be confident in the use of:
    • Communicator
    • Email
    • SOS Connect
    • Perfect portal
    • Post Room
    • Report any issues with IT to the Operations team.

Team Working

  • Working with your colleagues to ensure that everyone is supported.
  • Planning your own holiday and time off effectively.
  • Attending all daily meetings with your Legal Team and Exchange & Completions Team.

General Responsibilities

  • To act with integrity and honesty, and in line with the Solicitor Regulations Authority (SRA) code of conduct.
  • Ensure that all administration, records and files are stored and processed in line with the Data Protection Act 2018 and the General Data Protection Regulations 2018.
  • Undertake any other duties as may be reasonably required.
  • Liaising with the Accounts Department regarding payment and financial matters
  • Ensure work issues or problems are reported immediately to the management team.

Personal Qualities

Ownership

  • Self-motivated and able to organise your own work with minimum supervision.
  • Can manage your own time effectively and have a flexible approach to work.
  • Understand when you need to seek help and guidance from others before acting.
  • Demonstrates persistence and commitment to completing tasks and objectives.
  • Delivers work output to the required standard.
  • Pays attention to detail and quality of work.

Community

  • Able to build and maintain effective relationships with stakeholders both internally and externally.
  • Operates effectively as part of a team and always put the needs of the team before yourself.
  • Always willing to help and support your work colleagues to ensure business success.
  • Able to express yourself both orally and in writing in a clear and concise manner to clients and colleagues alike.
  • Demonstrate sound judgements and good decision making when dealing with any issues or problems.
  • Identify any potential problems and work with your team to develop solutions to take the correct course of action.
  • Thinking outside the box looking for new solutions to existing problems.
  • Willing to contribute ideas and suggestions to seek improvements to process.
  • Demonstrate a commitment to improving working practices and supports company plans and policies.
  • 2 years\\\’ previous experience in a similar, inbound sales focused role.
  • Be able to work in a high-pressured environment and work to deadlines.
  • Strong IT skills including the use of case management software.
  • Have strong time management, organisation and prioritisation skills.
  • Proven track record in providing exceptional client care.
  • Can demonstrate excellent sales skills over the phone, via email and face to face.
  • Be proactive in your approach to sales.
  • Previous experience working within an Estate Agents or Solicitors.
  • Previous experience working within a multi departmental business, cross selling a variety of services.

Training & Enhanced Learning Opportunities

We offer a variety of external and internal training and, once you have completed your probationary period, you will have a discussion with your Lind Manager and our Head of HR about what opportunities you may be interested in.

We have fully detailed and in-depth internal training programmes for all departments, and these cover a variety of topics such as:

At Lyons Bowe, we do not just give legal advice, we guide you through life’s biggest moments with clarity, care, and confidence. Whether you are buying a home, making a will, or navigating a separation, we make the process simple, structured, and built entirely around you.

Lyons Bowe is a trading name of Lyons Bowe Limited, a limited company registered in England & Wales (registered number OC11526226) which is authorised and regulated by the Solicitors Regulation Authority No. 652616. A list of Directors is available at our registered office 54 High Street, Shepton Mallet, Somerset, BA4 5AS

Straight forward approach to Will writing with good advice and suggestions where appropriate

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New Business Executive employer: Lyons Bowe Limited

At Lyons Bowe, we pride ourselves on fostering a supportive and dynamic work environment where our employees can truly thrive. As a New Business Executive, you will benefit from comprehensive training programmes, opportunities for personal growth, and a culture that values teamwork and exceptional client service. Located in the heart of Shepton Mallet, our team is dedicated to guiding clients through significant life moments with clarity and care, making it an ideal place for those seeking meaningful and rewarding employment.
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Contact Detail:

Lyons Bowe Limited Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land New Business Executive

✨Tip Number 1

Familiarise yourself with the legal services industry, especially in areas related to estate agents and solicitors. Understanding the nuances of these sectors will help you engage more effectively with potential clients and demonstrate your knowledge during interviews.

✨Tip Number 2

Practice your communication skills, both verbal and written. Since the role involves a lot of client interaction, being able to articulate your thoughts clearly and confidently will set you apart from other candidates.

✨Tip Number 3

Network with professionals in the legal and estate agency fields. Attend relevant events or join online forums to connect with others in the industry. This can provide valuable insights and potentially lead to referrals or recommendations.

✨Tip Number 4

Demonstrate your sales acumen by preparing examples of how you've successfully converted leads in previous roles. Be ready to discuss specific strategies you used and the outcomes achieved, as this will showcase your proactive approach to sales.

We think you need these skills to ace New Business Executive

Sales Skills
Client Care
Time Management
Organisational Skills
Communication Skills
CRM Proficiency
Problem-Solving Skills
Team Collaboration
Attention to Detail
Flexibility
Proactive Approach
Relationship Building
IT Literacy
Ability to Work Under Pressure
Decision-Making Skills

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience, especially in inbound sales and client care. Use keywords from the job description to demonstrate that you meet the specific requirements of the New Business Executive role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for business development and client service. Mention specific examples of how you've successfully managed leads or improved client relationships in previous roles.

Showcase Your IT Skills: Since strong IT skills are essential for this position, mention any experience you have with CRM systems or case management software. Highlight your ability to adapt to new technologies quickly.

Demonstrate Teamwork and Communication: In your application, provide examples of how you've worked effectively within a team and communicated with clients. This will show that you can thrive in a collaborative environment, which is crucial for the role.

How to prepare for a job interview at Lyons Bowe Limited

✨Know the Company Inside Out

Before your interview, make sure to research Lyons Bowe thoroughly. Understand their services, values, and recent news. This will help you tailor your answers and show genuine interest in the company.

✨Demonstrate Your Sales Skills

Since the role focuses on business development and client care, prepare examples of your previous sales successes. Be ready to discuss how you've converted leads and provided exceptional service in past roles.

✨Showcase Your IT Proficiency

Familiarise yourself with common CRM systems and case management software. Be prepared to discuss your experience with these tools and how they can enhance your efficiency in the role.

✨Emphasise Teamwork and Communication

Highlight your ability to work collaboratively and communicate effectively. Prepare examples of how you've built relationships with colleagues and clients, as this is crucial for success in the New Business Executive role.

New Business Executive
Lyons Bowe Limited
Location: Shepton Mallet
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