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National Probate and Estates Group
About the role National Probate and Estates Group is looking for an accomplished telephone-based sales professional to manage and convert new client enquiries. Every day, people contact the firm because someone has di…
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About the role
About the role
National Probate and Estates Group is looking for an accomplished telephone-based sales professional to manage and convert new client enquiries. Every day, people contact the firm because someone has died, a dispute has arisen within their family or they need help administering an estate. They are often unfamiliar with the legal process and uncertain about what to do next. Your role will be to understand their circumstances, establish trust, explain how the firm may assist and guide suitable prospective clients toward engaging the firm. This is an inbound sales position—not a receptionist, marketing or legal-administration role. You will receive a consistent flow of enquiries generated by the firm's established marketing channels. There is no cold calling and no requirement to source your own leads. Success requires empathy and judgment, but it also requires commercial confidence, disciplined follow-up and a genuine desire to convert appropriate enquiries into new matters.
Key responsibilities
Respond promptly to new enquiries received by telephone, email and online channels
Conduct structured initial conversations with prospective clients
Identify their needs, urgency and suitability for the firm's services
Build trust with people who may be bereaved, distressed or involved in a family dispute
Explain services, processes and fees clearly and confidently
Coordinate consultations with solicitors where legal assessment is required
Prepare and send tailored follow-up communications, costs proposals and engagement documents
Follow up prospective clients consistently and professionally
Maintain accurate notes and manage the enquiry pipeline through the practice-management system
Take responsibility for measurable conversion and new-client outcomes
About you
Demonstrated success in inbound telephone sales, consultative sales or new-client conversion
Experience converting warm enquiries involving considered or higher-value services
Excellent spoken and written English
Ability to establish rapport quickly and ask thoughtful questions
Confidence discussing fees and asking prospective clients to proceed
Strong follow-up habits and persistence to pursue opportunities without becoming pushy
Sound judgment, discretion and emotional maturity
Excellent organisation and attention to detail
Experience working with conversion targets, sales pipelines or CRM systems
Experience in legal, financial, medical, insurance, property, funeral or other professional services highly regarded
About us
National Probate and Estates Group is a specialist Australian wills and estates law firm based in Sydney CBD. The firm assists approximately 1,000 families each year with probate, letters of administration, estate administration and estate litigation. The practice has grown by combining specialist legal expertise with responsive service, clear communication and a strong commitment to clients.
Benefits
A consistent pipeline of warm inbound enquiries
No cold calling or personal lead-generation requirement
Structured training in services and client intake process
Direct support from the firm's directors and solicitors
A competitive base salary and performance-based incentives
Genuine scope to help refine conversion systems and progress into a senior intake or team-leadership position
A professional Sydney CBD office environment
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