At a Glance
- Tasks: Lead a sales team while converting opportunities and enhancing client experiences.
- Company: A supportive firm dedicated to exceptional customer service during sensitive life events.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Join a growing team with a strong client-first culture and excellent career prospects.
- Why this job: Make a real difference in clients' lives while developing your leadership skills.
- Qualifications: Proven sales experience, team management skills, and a customer-focused mindset.
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
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 service 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 performance
This 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 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
If you feel this role is the right fit for you, we'd love to hear from you, apply now!
Sales Manager / Probate Consultant in Bristol employer: Tate Recruitment
This specialist firm in Bristol is an exceptional employer, offering a hybrid work model that promotes a healthy work-life balance while fostering a supportive and friendly team culture. With a strong commitment to employee growth and development, the company provides ample opportunities for professional advancement within a client-first environment, ensuring that every team member feels valued and empowered to contribute to the high standards of service that define their success.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Manager / Probate Consultant in Bristol
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sales Manager / Probate Consultant at Tate Recruitment, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Tate Recruitment. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sales Manager / Probate Consultant. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sales Manager / Probate Consultant in Bristol
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Tate Recruitment:When writing your cover letter, make sure to tailor your message specifically for Tate Recruitment. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Tate Recruitment
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Tate Recruitment that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Tate Recruitment that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Tate Recruitment’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
