Posted 5 minutes ago
Sales & lettings
New Business Advisor
Location
Peterborough, Cambridgeshire
Salary
£35000 - £45000 per annum + uncapped commission
Job Type
Hybrid
Job Reference
PET/TR_1759855069
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Join our New Business Team to deliver exceptional service to new and existing customers across all non-property legal services. You'll be explaining legal processes to clients, providing competitive quotes for various legal matters, and maximising revenue through strategic cross-selling of our comprehensive legal services portfolio.


Key Responsibilities

Client Engagement & Sales

  • 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 the firm 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

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 basic salary plus uncapped commission with OTE £35,000 - £45,000
  • Hybrid working - Perfect balance of office collaboration and home working flexibility
  • Peterborough based - With occasional travel to our London office (all expenses fully covered)
  • Diverse legal exposure - Work across multiple areas of law beyond property
  • Supportive team environment with comprehensive training
  • Career progression opportunities within the firm

Ready to develop your career in legal services sales? Join our dynamic New Business Team and help clients access justice across all areas of law.

Apply for this job today

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