Overview
In this role you will lead a remote estate planning consultancy team to hit sales targets and deliver excellent client service. You will train and coach colleagues, manage performance, and support B2B partner relationships to shape customer journeys. The position sits within a market-leading estate planning division and offers growth in a flexible, field-based setup with minimal travel across England and Wales. You’ll contribute to an ethical, people-centered business that prioritizes accessible legal services.
Pay / Benefits
- annual bonus
- private healthcare
- company car
- pension contributions
- 28 days holiday plus bank holidays
- cycle-to-work scheme
Responsibilities
- Lead and support a team of Estate Planning Consultants to achieve sales targets
- Implement performance management frameworks for colleague development
- Train, coach, and mentor team members and wider sales teams
- Support B2B partner relationships with training and assistance
- Manage complaint handling and resolution
- Collaborate with operations, legal, risk, and compliance teams
- Report to Head of Sales and contribute to leadership discussions
Key requirements
- Experience managing remote or field-based teams
- Proven experience in consultative sales
- Experience working in a regulated environment
- Experience managing external partner relationships
- Proven ability to meet sales targets
- Ability to train and coach a large team
- Excellent communication skills
- Leadership
- Communication
- Coaching/mentoring
- Collaboration
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