New Business Advisor (Non Property)
2 Days Old
What We're Looking For
Essential Skills
- Independent worker - Able to work autonomously while contributing effectively to the team
- Sales and target driven - Comfortable in a commission-based, target-driven environment
- Attention to detail - Accuracy is crucial in legal service delivery
- Excellent communication - Strong verbal and written skills for diverse client interactions
- Customer-focused - Committed to delivering high levels of customer service
- Self-motivated and enthusiastic - Proactive approach with drive to succeed
- Resilient under pressure - Ability to remain calm in busy, fast-paced situations
Desirable Experience
- Previous experience in sales or customer service roles
- Understanding of various legal services (family law, employment, litigation, etc.)
- Experience with CRM or case management systems
- Knowledge of referrer networks and business development
Company Values
Aspirations: Be the best you can be - motivated to improve, work smarter not harder, embrace change, learn from mistakes, and take interest in our business vision
Integrity: Open and honest, show respect, admit mistakes, look for ways to improve and share innovative ideas
Innovation: Creative and dynamic, adaptable to change, seek ways of doing things better, get involved with meaningful work, continuously learn for personal development
️ Commitment: Build relationships for the long-term with clients, colleagues, and partners
What’s on offer
- Competitive salary package - £25,000-£27,000 basic salary plus commission structure with OTE £45,000 - £50,000
- Hybrid working - Perfect balance of office collaboration and home working flexibility
- Diverse legal exposure - Work across multiple areas of law beyond property
- Professional development - Opportunities in a growing legal practice
- Supportive team environment - Providing comprehensive training
Responsibilities
- Handle all non-property enquiries - Respond to calls and emails for all legal services excluding conveyancing
- Provide accurate estimates - Quote competitively for various legal services to clients and referrers
- Follow up proactively - Contact all prospects within 24-48 hours and report feedback on lost instructions
- Cross-sell services - Promote additional Taylor Rose legal services to maximise client value
- Meet targets and KPIs - Work towards departmental sales targets with commission opportunities
Account Management
- Manage key referrer relationships - Proactively call referrers to secure non-property business
- Build strong partnerships - Develop lasting relationships with referring partners for continued growth
- Provide detailed fee estimates - Ensure Taylor Rose is the first choice for referrers across all legal services
- Monitor market opportunities - Identify potential growth opportunities and provide market feedback
Case Management & Administration
- Accurate case allocation - Distribute work effectively across legal teams based on capacity and specialisation
- Data management - Maintain accurate records in Case Management Systems, Outlook, Word, and Excel
- Portal management - Handle electronic data entry during client on boarding process
- GDPR compliance - Ensure all client personal information is handled according to regulations
Client Support & Service
- Guide new clients - Assist with on boarding process and answer questions about legal procedures
- Respond promptly - Handle all queries in a timely and professional manner
- Provide administrative support - Support fee-earning teams as directed by management
- Collaborate with account managers - Work closely to maximise referrer partnerships and identify issues
Business Development
- Build strong relationships - Develop connections across managed accounts for referrer engagement
- Support department growth - Contribute to continued expansion of the non-property legal services
- Promote best practice - Share knowledge and maintain high service standards across the team
- Location:
- Croydon, England, United Kingdom
- Salary:
- £125,000 - £150,000
- Job Type:
- FullTime
- Category:
- Consulting