Remote Client Advisor: Wills & Estate

Haig Legal Group; Remote; GBP 60,000 - 80,000; Full time

Job summary

A national specialist legal services company is seeking a Home Based Phone Sales Consultant. You will handle calls with existing clients to review their arrangements between 9am and 5pm, ensuring they have the best plans in place. The position requires strong customer service and rapport-building skills, along with administrative abilities. Full product training will be provided. This is a full-time role offering a chance to work remotely while engaging with a diverse client base.

Qualifications

• Minimum 5 years experience in customer-facing roles.
• Ability to handle phone and video calls with clients.
• Experience in a sales or advisory capacity.

Responsibilities

• Speak to 3-4 clients daily to review their arrangements.
• Advise clients on their existing plans and adjustments.
• Provide information in an informed and friendly manner.

Skills

Customer Service Skills

Rapport Building

Decision Making

Admin Skills

Job description

A national specialist legal services company is seeking a Home Based Phone Sales Consultant. You will handle calls with existing clients to review their arrangements between 9am and 5pm, ensuring they have the best plans in place. The position requires strong customer service and rapport-building skills, along with administrative abilities. Full product training will be provided. This is a full-time role offering a chance to work remotely while engaging with a diverse client base.