At a Glance
- Tasks: Manage inbound sales enquiries and lead a client services team to achieve business targets.
- Company: This organisation supports individuals through complex administrative processes during sensitive life events.
- Benefits: Salary ranges from £50K to £60K, with a hybrid work model of 3 or 4 days in the office.
- Other info: The role is based in Bristol and offers a start date as soon as possible.
- Why this job: Join a dedicated team focused on delivering empathetic customer service and expert guidance.
- Qualifications: Proven experience in sales within legal or professional services and strong team management skills required.
The predicted salary is between 50000 - 60000 £ per year.
Location - Bristol (this is a hybrid role with either 3 or 4 days in the office)
Hours - 37.5 per week
Start Date - ASAP
Salary - £50K to £60K DOE
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
- 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 performance
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 KPIs
Desirable
- 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
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.
Sales Manager in Bristol employer: Tate Cambridge
Located in Bristol, this company provides expert support during sensitive life events. They focus on delivering transparent services and work closely with legal professionals and financial advisers. The team values empathy and aims to enhance client experiences through high-quality support.
