Final Duties Client Care & Sales Coordinator
HybridMansfield, England, United Kingdom
Job Summary
Respond to new enquiries via telephone and email, managing quotes, follow-ups, and outstanding actions while maintaining accurate HubSpot records. Conduct initial client consultations to understand estates, identify appropriate services, and explain options and fees clearly. Progress Full Administration opportunities for closing calls and help improve scripts, systems, and the sales process. Work closely with the existing Coordinator and Probate team to ensure clients receive prompt, supportive service. This inbound role requires commercial confidence without being pushy, offering a structured three-month training period within a stable legal business.
Required Qualifications
- A strong record in telephone-based, consultative or advisory sales, normally gained over at least three years
- The ability to build trust quickly and handle sensitive conversations with empathy
- Good judgement and the confidence to recommend the right option for the client
- Strong follow-up and organisational skills
- Experience working towards conversion or revenue targets
- Confidence using CRM systems and managing several active enquiries
- The resilience to deal with grief, emotion and occasionally difficult conversations
Desired Qualifications
- Experience in probate, bereavement services, legal services or supporting vulnerable customers
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