At a Glance
- Tasks: Lead a dynamic team while driving sales and delivering exceptional customer service.
- Company: Join a supportive firm focused on helping clients through sensitive life events.
- Benefits: Hybrid work, competitive salary, and opportunities for personal growth.
- Other info: Be part of a growing company with a client-first culture.
- Why this job: Make a real difference in people's lives while developing your leadership skills.
- Qualifications: Sales experience in legal or professional services and strong team management skills.
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 - ASA
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 services 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 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 collaborative team culture. With a strong commitment to employee development and a client-first approach, the company provides ample opportunities for growth and continuous improvement, making it an ideal place for those seeking meaningful and rewarding careers in the probate and legal services sector.
