Legal Sales Consultant

Legal Sales Consultant – Bristol/Hybrid

This is a newly created position at a UK provider of probate and estate administration services operating in a regulated, client-focused environment for an experienced Sales Consultant. The business is currently undergoing a period of modernisation and growth following new senior leadership appointments, with a strong focus for the company to keep their culture to be people-led at its core.

What's the Opportunity?

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• This is a senior sales position responsible for managing probate and estate administration enquiries through a consultative sales process—from initial enquiry through to instruction and onboarding.
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• Central to the role will be to convert leads into instructed cases
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Key Responsibilities:

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• Manage inbound probate enquiries
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• Conduct consultative client conversations to assess needs
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• Recommend appropriate service options (grant-only or full estate administration)
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• Provide accurate quotations and convert enquiries into instructions
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• Oversee onboarding to Operations
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• Maintain strong conversion performance across lead-to-quote and quote-to-sale ratios
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Your profile:

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• Strong background in probate or estate administration – ESSENTIAL
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• Confident in client-facing, consultative sales conversations
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• Comfortable handling a mix of lead quality, from warm referrals to early-stage enquiries
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• Commercially aware, with experience working to KPIs and conversion targets
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• Collaborative team mindset with a focus on shared success
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What's on offer?

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• Excellent base salary
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• Quarterly bonus structure
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• Hybrid working
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• Genuine scope to shape processes and influence team performance during a period of growth and change
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Interested? Apply with your current CV to Loraine Silvester at G2 Legal

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