Conduct thoughtful, respectful conversations with clients via phone and video to understand their needs regarding probate and estate administration. Manage work using digital systems while working towards agreed KPIs to provide clear, supportive guidance.
The Product Line Manager will lead the strategy and execution of crop protection, seed, and inoculant programs to drive growth and profitability. Responsibilities include managing inventory, optimizing pricing, and building strong relationships with retail partners and suppliers.
You will manage estate planning cases by drafting wills, powers of attorney, and other legal documentation while maintaining accurate client records. You will also provide remote support and guidance to clients to ensure their needs are met in accordance with regulatory standards.
You will conduct video or phone-based appointments to discuss legal services and help clients make informed decisions regarding their future planning. Additionally, you will work to meet commercial targets while providing a caring and accessible experience for clients and their families.
