About the Role
As the Sales and Marketing Manager you will typically be involved in generating leads, scheduling appointments, and selling a range of estate planning services like wills, living wills, power of attorney documents, and trusts to individuals by understanding their needs and presenting solutions, often through face-to-face or video consultations, while also utilising marketing strategies to attract potential clients and build brand awareness.
You will also help build, lead and manage a team of self-employed sales consultants.
Requirements
Key Responsibilities:
Lead Generation: Actively source new leads through networking, community outreach, seminars, online marketing campaigns, and referrals.
Client Consultations: Conduct initial consultations with prospective clients to assess their estate planning needs, explain different legal documents, and identify potential issues.
Sales Presentations: Clearly present estate planning solutions, outlining benefits and addressing concerns to close deals and secure new clients.
Marketing Activities: Develop and execute marketing plans including content creation, social media engagement, email campaigns, and website updates to promote estate planning services.
Relationship Building: Foster long-term relationships with clients by providing ongoing support and proactively addressing their evolving needs.
Compliance: Adhere to all legal and ethical guidelines related to estate planning sales and marketing practices.
Required Skills and Qualifications:
Sales Skills: Proven ability to build rapport, effectively present information, handle objections, and close deals.
Communication Skills: Excellent verbal and written communication skills to clearly explain complex legal concepts to clients.
Marketing Knowledge: Understanding of digital marketing strategies, content creation, and lead generation tactics.
Customer Service Focus: Commitment to providing exceptional customer service and building client trust.
Preferred Skills and Qualifications:
Estate Planning Knowledge: Basic understanding of wills, trusts, power of attorney, living wills, and inheritance tax implications. Full training can be provided.
Job Types: Full-time, Permanent
Pay: £25,000.00-£35,000.00 per year
Additional pay:
Performance bonus
Benefits:
Company pension
Free parking
On-site parking
Work from home
Schedule:
Flexitime
Work Location: Hybrid remote in Dawlish EX7 0NH
About the Company
About LCS
LCS Legal Services Group Ltd specializes in wills and estate planning through its subsidiary, Legal & Contract Services Ltd, operating since 1990. Our in-house legal team offers quicker, more efficient, and more affordable services than solicitors, banks, or trust corporations. We serve over 40,000 clients from Cornwall to Tyne & Wear.