Customer Sales/Experience Executive

Are you passionate about delivering exceptional customer service and eager to make a meaningful impact? We are seeking a dedicated Customer Experience Executive to join our forward-thinking law firm, renowned for its expertise in Will, Probate, and Estate Planning.

Job Title: Customer Experience ExecutiveLocation: DerbySalary: £23,000 Per Annum + Monthly Performance Earnings = OTE £25,000 - £28,000Hours: 09:00 - 17:00 Monday - Friday (37.5 Hours per week)

We are a well-established law firm, regulated by the SRA, with a mission to transform the way people approach making a Will. Our national network is committed to preserving both financial and emotional assets for future generations, protecting memories as well as money.

What We Offer:

• Career Progression: Clear pathways for advancement with a focus on promoting from within.
• Personal Development: Annual career planning sessions to help you achieve your goals.
• Empowering Culture: A work environment that values empowerment and ownership, free from hierarchical constraints.
• Social Engagement: Regular company get-togethers and social events to foster a fun and inclusive atmosphere.
• Recognition and Rewards: A program to celebrate your achievements and recognize your hard work.
• Health Benefits: Comprehensive Westfield health benefits supporting your physical and mental well-being.

Main Duties and Responsibilities:

• Conduct 100+ outbound calls daily to connect with existing clients, understand their needs, and generate appointments for our Legal Advisors.
• Schedule at least 3 Will review appointments per day and achieve a conversion rate of 25% or above.
• Identify and recommend products and solutions tailored to clients’ needs, ensuring they receive appropriate advice.
• Handle incoming client calls to determine their service requirements.
• Build and maintain long-lasting relationships with clients.
• Keep a detailed sales database to ensure consistent client communication and support.
• Provide a 5-star service at all times and manage multiple Legal Advisors' calendars efficiently.
• Perform administrative tasks related to appointments, including drafting letters and emails.
• Handle objections effectively and meet client needs.
• Achieve individual targets and KPIs while adhering to business and regulatory processes.
• Participate in learning and development opportunities to foster personal and professional growth.

Key Competencies:

• Exceptional attention to detail and organizational skills.
• Proficiency in Microsoft Word and Excel.
• Ability to build effective relationships with clients and colleagues, both over the phone and in person.
• Outstanding customer service with a genuine passion for supporting clients.
• Excellent communication skills, capable of listening, understanding, and advising to meet client needs.
• Capability to work well independently and as part of a team, with a proactive and positive approach.

If you’re ready to be part of a dynamic team that values your contributions and supports your career growth, we’d love to hear from you!