Sales Manager

Sales Manager / Probate Consultant

Location - Bristol (this is 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 am 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. 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.

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.

• 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.

• 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

• 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

• 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

• Experience with in probate, estate administration, or a related sector
• Technical knowledge relevant to legal or professional services environments

• 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

• 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

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

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.