New Business Advisor (Non Property)

Deverell Smith Recruitment Ltd; Croydon; Hybrid; GBP 25,000 - 27,000; Full time

Job summary

A leading recruitment agency in Croydon is seeking a motivated individual to handle non-property legal enquiries and build strong referrer relationships. The ideal candidate will possess excellent communication skills, be sales-driven, and demonstrate a focus on customer service. This role offers a competitive salary and the flexibility of hybrid working arrangements.

Benefits

Competitive salary package

Hybrid working flexibility

Diverse legal exposure

Opportunities for professional development

Supportive team environment

Qualifications

• Previous experience in sales or customer service roles.
• Understanding of various legal services (family law, employment, litigation, etc.).
• Experience with CRM or case management systems.
• Knowledge of referrer networks and business development.

Responsibilities

• Handle all non-property enquiries and respond to calls and emails.
• Provide accurate estimates and quote competitively.
• Follow up proactively on prospects and report feedback.
• Cross-sell services and promote additional legal services.
• Meet departmental sales targets with commission opportunities.

Skills

Independent worker

Sales and target driven

Attention to detail

Excellent communication

Customer-focused

Self-motivated and enthusiastic

Resilient under pressure

Tools

CRM systems

Case management systems

Job description

What We're Looking For

Essential Skills

• Independent worker - Able to work autonomously while contributing effectively to the team
• Sales and target driven - Comfortable in a commission-based, target-driven environment
• Attention to detail - Accuracy is crucial in legal service delivery
• Excellent communication - Strong verbal and written skills for diverse client interactions
• Customer-focused - Committed to delivering high levels of customer service
• Self-motivated and enthusiastic - Proactive approach with drive to succeed
• Resilient under pressure - Ability to remain calm in busy, fast-paced situations

Desirable Experience

• Previous experience in sales or customer service roles
• Understanding of various legal services (family law, employment, litigation, etc.)
• Experience with CRM or case management systems
• Knowledge of referrer networks and business development

Company Values

Aspirations: Be the best you can be - motivated to improve, work smarter not harder, embrace change, learn from mistakes, and take interest in our business vision

Integrity: Open and honest, show respect, admit mistakes, look for ways to improve and share innovative ideas

Innovation: Creative and dynamic, adaptable to change, seek ways of doing things better, get involved with meaningful work, continuously learn for personal development

️ Commitment: Build relationships for the long-term with clients, colleagues, and partners

What’s on offer

• Competitive salary package - £25,000-£27,000 basic salary plus commission structure with OTE £45,000 - £50,000
• Hybrid working - Perfect balance of office collaboration and home working flexibility
• Diverse legal exposure - Work across multiple areas of law beyond property
• Professional development - Opportunities in a growing legal practice
• Supportive team environment - Providing comprehensive training

Responsibilities

• Handle all non-property enquiries - Respond to calls and emails for all legal services excluding conveyancing
• Provide accurate estimates - Quote competitively for various legal services to clients and referrers
• Follow up proactively - Contact all prospects within 24-48 hours and report feedback on lost instructions
• Cross-sell services - Promote additional Taylor Rose legal services to maximise client value
• Meet targets and KPIs - Work towards departmental sales targets with commission opportunities

Account Management

• Manage key referrer relationships - Proactively call referrers to secure non-property business
• Build strong partnerships - Develop lasting relationships with referring partners for continued growth
• Provide detailed fee estimates - Ensure Taylor Rose is the first choice for referrers across all legal services
• Monitor market opportunities - Identify potential growth opportunities and provide market feedback

Case Management & Administration

• Accurate case allocation - Distribute work effectively across legal teams based on capacity and specialisation
• Data management - Maintain accurate records in Case Management Systems, Outlook, Word, and Excel
• Portal management - Handle electronic data entry during client on boarding process
• GDPR compliance - Ensure all client personal information is handled according to regulations

Client Support & Service

• Guide new clients - Assist with on boarding process and answer questions about legal procedures
• Respond promptly - Handle all queries in a timely and professional manner
• Provide administrative support - Support fee-earning teams as directed by management
• Collaborate with account managers - Work closely to maximise referrer partnerships and identify issues

Business Development

• Build strong relationships - Develop connections across managed accounts for referrer engagement
• Support department growth - Contribute to continued expansion of the non-property legal services
• Promote best practice - Share knowledge and maintain high service standards across the team