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:

• 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.
• Central to the role will be to convert leads into instructed cases

Key Responsibilities:

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

Your profile:

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

What’s on offer:

• Excellent base salary
• Quarterly bonus structure
• Hybrid working
• Genuine scope to shape processes and influence team performance during a period of growth and change

Interested? Apply with your current CV to Loraine Silvester at G2 Legal

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