At a Glance
- Tasks: Lead a team while managing sales and providing exceptional customer service.
- Company: A supportive firm dedicated to helping clients through sensitive life events.
- Benefits: Hybrid work model, competitive salary, and opportunities for personal growth.
- Other info: Join a friendly team focused on continuous improvement and client satisfaction.
- Why this job: Make a real difference in people's lives while developing your leadership skills.
- Qualifications: Experience in sales and team management, preferably in legal or professional services.
The predicted salary is between 40000 - 50000 £ per year.
Location: Bristol (Hybrid – 3 to 4 days in the office)
Overview
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. 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. They work closely with a network of professional partners, including legal professionals, financial advisers, and other service providers, enhancing 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 the leadership of a client services team. Key aspects of the role include:
- Managing inbound enquiries using a consultative approach
- Nurturing leads through the full sales cycle
- Leading and developing a high-performing team
- Maintaining direct involvement in sales while driving overall team performance
This role requires someone who can lead from the front, using their own performance and insight to drive team development and continuous improvement.
Key Responsibilities
- Manage and analyse performance data (MI), identifying trends and implementing improvements
- Act as a subject matter expert and escalation point for complex enquiries
- Oversee lead management processes to maximise conversion opportunities
- Support the team with complex cases, quotes, and client interactions
- Drive a seamless customer journey, identifying opportunities for cross-selling and upselling
- Deliver coaching sessions, including call listening and 1:1s to improve performance
- Set objectives and monitor team performance against targets
- Manage client pipelines from enquiry through to agreement
- Provide high-quality, empathetic customer service throughout the lifecycle
- Identify and implement process improvements to enhance efficiency and outcome
Performance Measures
- Achievement of individual and team KPIs (conversion rates, revenue)
- Effectiveness of processes and continuous improvement initiatives
- Customer satisfaction and service quality
- Team engagement, development, and retention
- Overall team performance and collaboration
Skills & Experience
- Proven experience in a sales role within legal or professional services
- Strong track record of managing and developing teams
- Experience coaching, mentoring, and improving performance
- Ability to manage a personal sales pipeline alongside leadership responsibilities
- Excellent communication and relationship-building skills
- Experience working to and exceeding KPIs
- Experience within probate, estate administration, or a related field
- Technical knowledge within legal or professional services environments
Personal Attributes
- Empathetic and customer-focused
- Strong commercial awareness with the ability to drive results
- Highly organised with the ability to prioritise effectively
- Proactive and solutions-oriented
- Collaborative leadership style with a focus on team development
Core Behaviours
- Clear and effective communication
- Commitment to continuous improvement
- Accountability and ownership
- Strong attention to detail
- Adaptability and responsiveness
- Relationship-focused approach
- Results-driven with a client-first mindset
Player Manager / Probate Consultant in England employer: Tate Recruitment
This specialist firm in Bristol offers a supportive and friendly work environment, prioritising exceptional customer service and a client-first culture. Employees benefit from hybrid working arrangements, opportunities for professional growth, and a commitment to continuous improvement, making it an ideal place for those seeking meaningful and rewarding employment in the probate and estate administration sector.
StudySmarter Expert Advice🤫
We think this is how you could land Player Manager / Probate Consultant in England
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Tate Recruitment. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Tate Recruitment before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Player Manager / Probate Consultant in England
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Tate Recruitment:Your cover letter is your chance to shine! Tell us why you want to work at Tate Recruitment specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Tate Recruitment!
How to prepare for a job interview at Tate Recruitment
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
