Sales and Marketing Manager

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.

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 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.