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Probate Sales Consultant

Job Posted: 6 days ago

Salary: £ 40,000 - 50,000 / Annum
Job Type: Permanent
Location: Bristol

Expire in: 22 days

Job Description

Probate Sales Consultant

Permanent

Do you have experience in probate sales with a passion for delivering a positive customer experience Are you proactive in your approach to work with a desire to achieve your goals If so, then Kings Court Trust may have a great opportunity for you!

We are looking for a Probate Consultant to join our sales team. 

About Us

At Kings Court Trust, we understand that dealing with a loved one’s estate can be overwhelming and emotionally taxing. Our mission is to ease this burden by providing a supportive, seamless experience from start to finish. 

As probate experts, we offer compassionate solutions to the complexities of bereavement, allowing families to focus on honouring their loved one’s memory.

What You’ll Be Doing

As a Probate Consultant you will look to maximise sales opportunities and successfully handle enquiries from clients and business partners, follow up leads, and nurture them through the sales process with a consultative approach.

This is a great opportunity for anyone with Probate sales experience. We can offer you excellent training and support to develop your career here at Kings Court Trust.

Duties include:

Manage client pipeline, taking clients from their initial enquiry to quotation and contract signature.
Provide detailed probate information and guidance, including on technical matters.
Providing excellent end-to-end customer service, offering clear communication and support.
Identifying opportunities to upsell / cross-sell services.
Meet and exceed sales and performance targets.

The Ideal Candidate 

We understand you may not have all of the below skills or experience, and we will encourage you to apply if you have some of the below:

Effective communication skills.
Demonstrable probate knowledge, including at a technical level, ideally from working in the industry for at least 3 – 4 years.
Sales experience in a probate or other professional services environment.
Confidence to drive a sale whilst maintaining empathy for our customers and clients.
Ability to build and nurture positive working relationships both internally and externally.
Able to work autonomously and effectively prioritise your own workload.
Previous experience using a CRM (Salesforce preferred).
Ability to work to set KPI’s.
Previous experience in a sales-based role.

What We Can Offer You:

25 days plus bank holidays, increasing annually to 30. 
Long service leave reward.
Health Cash Plan – Cash back for Dental, Optical, and other treatments.
Employee discounts across a range of high street products. 
Variety of salary sacrifice benefits such as tech vouchers, dental and holiday buy.
Income protection insurance.
Life assurance policy.
Enhanced family leave. 
Cycle to work scheme.
Employee Assistance Programme.
Flexible working options across most roles.

Need To Know 

Salary: £40,000 – £50,000 + OTE

Location: Hybrid; we ask for a minimum of 3 days in our Bristol office

Hours: 37.5 per week, Monday – Friday

Start Date: Flexible

Equality and Diversity

Kings Court Trust is committed to equality and diversity in employment and all of our activities. We ensure that all successful applicants are selected based on their relevant merits and experience and that people are given equal opportunities within the workplace.

If this opportunity excites you and you’d like to consider joining us, please apply today with your CV

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Probate Sales Consultant job near me in Bristol! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!