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Sales Executive
Skills
CoachingConsultative SellingCustomer ExperienceCustomer ServiceEstate AdministrationKey Performance IndicatorsSales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Previous experience of customer service and consultative selling
- Great communications skills showing a positive engaging and empathetic approach
- Emotional resilience and the ability to be professional even in difficult situations
- The ability to work on your own and as part of a remote team
- Willingness to learn with a passion for self-development
Day to day
- Meet with clients over the telephone and video to discuss the deceased estate and help them to make an informed choice about their legal planning
- Work closely with clients to understand their situation taking an empathetic and considerate approach
- Provide advice and information over the phone and via video on probate and estate administration to match the client's needs
- Finalise sales once clients have decided that the service is right for them
- Work towards agreed KPIs and set targets
- Proactively manage opportunities and prospective clients
Hiring process
- Background checks including SRA check, credit checks, and DBS check
- Apply through the Disability Confident scheme if applicable
- Specify reasonable adjustments if needed