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- Tasks: Connect with clients to help them protect their legacy through tailored Wills and Estate Planning services.
- Company: Right Legal Group, reshaping legal services with a client-focused approach.
- Benefits: Competitive salary, attractive commission, health support, and professional development opportunities.
- Why this job: Make a real impact by guiding clients through sensitive moments with empathy and professionalism.
- Qualifications: Sales or customer service experience; passion for understanding client needs.
- Other info: Empowering culture with career planning support and team celebrations.
Helping clients protect what matters.
Location: Derby | Salary: £23,810 Per Annum + Attractive commission scheme
About Us
Redefining the Future of Legal Services. At Right Legal Group, we are reshaping legal services to be clear, accessible, and truly client-focused. Traditional legal processes can feel overwhelming, but our mission is to simplify them, offering expert guidance with confidence and care. As specialists in estate planning and wills, we go beyond financial security helping people leave behind emotional legacies, ensuring that their values, stories, and wishes are carried forward for generations. At the heart of everything we do is a commitment to keeping families together, providing tailored legal solutions that offer peace of mind, protection, and continuity. Our team thrives on innovation, collaboration, and meaningful impact for the clients we serve and the professionals who make it happen.
The Opportunity:
As a Sales Executive at Right Legal Group, you will be the first point of contact for clients looking to protect their legacy through tailored Wills and Estate Planning services. This isn't your typical sales role; it's about building trust, understanding people's needs during sensitive moments, and guiding them towards the right legal support. You will be responsible for making outbound calls, handling inbound enquiries, and booking consultations for our Legal Advisors. Along the way, you will develop a deep understanding of our legal services, learn how to explain them clearly, and support clients through their journey with empathy and professionalism. This is an exciting opportunity to step into the legal industry without needing a law degree, perfect for anyone from a customer-focused background who is looking for a new career path with real purpose, structure, and progression.
What You'll Do:
- Make outbound calls to understand client needs and schedule appointments for our Legal Advisors.
- Handle incoming client enquiries and identify the appropriate services required.
- Assess client requirements and recommend suitable products and services aligned with their unique circumstances.
- Build and maintain long-lasting relationships with clients, fostering trust and loyalty.
- Update and manage the sales database to ensure consistent client communication and engagement throughout their journey.
- Achieve individual targets and KPIs while adhering to business processes and regulatory requirements.
- Participate in ongoing training and development opportunities to support your growth and the company's success.
Leadership & Collaboration
- Work closely with Legal Advisors, Client Services colleagues, and other departments to ensure smooth client handovers.
- Share insights and feedback with the Client Experience Manager to improve processes and client engagement strategies.
- Support and encourage a positive, collaborative team culture.
Legal & Compliance
- Ensure all client interactions, recommendations, and data handling are compliant with SRA regulations, GDPR, and internal policies.
- Maintain accurate client records, ensuring all documentation is stored securely.
- Follow all relevant scripts and processes to ensure transparency and accuracy in client communication.
Client Experience
- Deliver a professional, empathetic, and personalised service at every stage of the client journey.
- Proactively manage follow-ups to keep clients informed and engaged.
- Respond to client concerns or queries promptly, resolving issues to a high standard.
- Act as an ambassador for Right Legal Group's values and brand.
We'd Love to Hear from You If You:
- Have a strong background in sales, customer service, or hospitality with the drive to succeed.
- Have a passion for understanding client needs and delivering a 5-star experience.
- Are a confident communicator both over the phone and in writing.
- Are resilient, driven, and motivated to hit and surpass performance goals.
- Thrive in a fast-paced, people-focused environment.
- Are a self-starter with a positive attitude and professional outlook.
Why Join Right Legal Group?
- Empowering Culture with our workplace built on empowerment and ownership, where collaboration replaces hierarchy!
- Annual career planning support, giving employees the opportunity annually to submit a Personal Business Plan, where you can share your ambitions (professionally, financially, and personally) with the directors, and we work with them to achieve those goals.
- Professional Development Qualification where our people have the opportunity annually to apply for a qualification to be funded by the business.
- Health Benefits through Westfield Health, we provide access to physical and mental health support, including 24/7 well-being resources and those healthy extras we all deserve!
- We offer 22 days holiday (plus bank holidays), increasing to 25 days after 2 years continuous service with us.
- Team Celebrations and Events, from fun socials to company get-togethers, there's always something happening at RLG to bring us together.
- Pension Contributions through our provider, NEST.
The Application Process:
- Intro call with our recruitment team.
- 1st stage Teams call interview with our Client Experience Manager.
- In person 2nd stage interview in our Derby Head office.
Sales Executive employer: Right Legal Group
Contact Detail:
Right Legal Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Executive
✨Tip Number 1
Get to know the company inside out! Research Right Legal Group's values and services so you can speak confidently about how you can contribute. This shows you're genuinely interested and ready to make an impact.
✨Tip Number 2
Practice your pitch! Whether it's over the phone or in person, being able to clearly explain how you can help clients protect their legacies is key. Role-play with a friend or in front of the mirror to nail that delivery.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It keeps you fresh in their minds and shows your enthusiasm for the role. Plus, it’s just good manners!
We think you need these skills to ace Sales Executive
Some tips for your application 🫡
Be Yourself: When writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for helping clients and your enthusiasm for the role.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with what we’re looking for. Mention specific examples from your past that demonstrate your ability to build trust and provide excellent client service.
Keep It Clear and Concise: We appreciate clarity! Make your application easy to read by keeping your sentences short and to the point. Avoid jargon and focus on communicating your ideas effectively.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Right Legal Group
✨Know Your Stuff
Before the interview, make sure you understand the services offered by Right Legal Group. Familiarise yourself with estate planning and wills, as well as the emotional aspects of these services. This will help you connect with clients and demonstrate your genuine interest in their needs.
✨Practice Empathy
Since this role involves sensitive conversations, practice how to approach these discussions with empathy. Think about how you would feel if you were in the client's shoes. Prepare examples of how you've handled similar situations in the past, showcasing your ability to build trust and rapport.
✨Showcase Your Communication Skills
As a Sales Executive, clear communication is key. During the interview, focus on articulating your thoughts clearly and confidently. You might even want to prepare a few questions to ask the interviewer that reflect your understanding of the role and the company’s mission.
✨Be Results-Driven
Highlight your past achievements in sales or customer service. Be ready to discuss specific targets you've met or exceeded, and how you plan to bring that same drive to Right Legal Group. This will show that you're not just about making calls, but also about achieving results and contributing to the team's success.
