Job Description

Sales Executive - Wills & Estate Planning (Direct to Consumer)

The Business

We're looking for an experienced and proactive Sales Executive to join our team. We are a forward-thinking and ambitious law firm in Lancashire, with a clear vision for growth and expansion, soon to become a multi-site firm. We are committed to fostering a strong training and development culture, offering clear progression routes for our team, and providing a supportive, people-focused environment.

Our team is dedicated to delivering exceptional service to our clients while continuously improving our operations and investing in our people. With competitive benefits, a collaborative atmosphere, and a focus on professional excellence, we are poised for significant growth and success in the legal sector.

Our Wills & Estate Planning team helps clients plan for the future with care, empathy and professionalism. As part of our continued growth, we're looking for a confident and motivated

Sales Executive

to join our team and help more people access high-quality estate planning advice.

Key Responsibilities

The Role

This is a

direct-to-consumer sales role

where you'll be the first point of contact for clients enquiring about Wills, Trusts, and Estate Planning services. You'll guide them through their options, build trust, and convert leads into appointments or sales.

Your day-to-day will include:

Speaking with warm leads and inbound enquiries Review existing will banks Building rapport and understanding client needs Explaining the benefits of our estate planning services in a clear and empathetic way Managing your own pipeline and following up with potential clients Working closely with our legal and marketing teams to maximise conversion rates Meeting and exceeding realistic sales target Collaborate with our legal team to ensure seamless onboarding and service delivery. Represent our brand at community events and digital campaigns.

About You

You'll thrive in this role if you are:

Experienced in direct-to-consumer sales, ideally within legal, financial, or professional services A natural relationship builder with excellent listening skills A confident communicator with excellent people skills Motivated by success and driven to exceed targets Empathetic, professional and able to handle sensitive conversations Organised, proactive and able to manage your time effectively

What We Offer

Be part of a growing team of ambitious professionals. A supportive and people-focused environment. Full training on Wills, Trusts and Estate Planning. Strong training and development culture. Clear role and progression routes. Competitive salary. 25 days holiday plus bank holidays. Pension scheme and other staff benefits. Free parking.

How to Apply

If you're ready to take your sales career to the next level and want to make a real difference helping people protect their families and assets, we'd love to hear from you.

Apply now

with your CV and a short cover letter explaining why you'd be a great fit for the role.

Job Types: Full-time, Permanent

Pay: 25,000.00-45,000.00 per year

Benefits:

Company pension Free parking On-site parking
Work Location: Hybrid remote in Nelson BB9 5SP