About the Role
My client is seeking a dedicated, hands-on Field Sales Manager to lead a team of mobile Field Sales Representatives. Your primary responsibility will be managing and coordinating home visits to clients, assisting them in writing their wills and lPA's The ideal candidate will have a strong background in estate planning, outstanding leadership skills, a passion for exceptional customer service, and a high level of empathy and care that can flow down to field sales reps.
With client growing aquring other business and orgnisations they are looking for somebody to manage to exisiting fields sales reps in London & Bristol.
Key Responsibilities:
- Lead, manage, and support a team of Field Sales Representatives all over the UK who conduct home visits to clients.
- Oversee the scheduling and coordination of home visits, ensuring efficient and effective service delivery.
- Ensure all Field Sales Reps are trained and up-to-date with the latest laws, regulations, and best practices in estate planning.
- Monitor and evaluate the performance of the Field Sales Reps, providing feedback, coaching, and development opportunities.
- Handle complex estate planning cases and provide expert advice and support to team members as needed.
- Work collaboratively with other departments to ensure a seamless client experience.
- Prepare regular reports on team performance, client satisfaction, and other key metrics for senior management.
- Provide exceptional customer service by offering ongoing support and addressing any post-visit enquires or adjustments
Requirements:
- Valid driver's license and willingness to travel as required.
- Bachelor's degree in law, business administration, or a related field (preferred).
- STEP qualification (preferred).
- Minimum of 5 years of experience in estate planning, with a strong understanding of will writing and lasting powers of attorney.
- Proven experience in a managerial or supervisory role, preferably in a similar setting.
- Excellent leadership, communication, and interpersonal skills.
- Strong organisational and time management abilities.
- Ability to work independently and make informed decisions.
- In-depth understanding of the clients services and ability to upsell.
- High levels of empathy, discretion and care.
- Active listening skills and the ability to understand the customer's needs.
If you believe you would be a good fit for the role, please get in touch with me on
Keywords: Field Sales Manager, Estate Planning, Will Writing, Lasting Powers of Attorney, Team Management, Mobile Sales Team, Empathy and Care, Leadership Skills, Home Visits, Training, Estate Planning Laws, Performance Monitorinh
BeTechnology Group Limited is acting as an Employment Business in relation to this vacancy.