Probate Sales Consultant

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 our client may have a great opportunity for you!

They are looking for a Probate Consultant to join their sales team.

Our client understands that dealing with a loved one's estate can be overwhelming and emotionally taxing.

Their mission is to ease this burden by providing a supportive, seamless experience from start to finish.

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

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.

They can offer you excellent training and support to develop your career.

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.

Our client understands you may not have all of the below skills or experience, and they will encourage you to apply if you have some of the below:

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 their 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.

• 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.

• A supportive, people-first culture.
• Opportunities for growth and development.
• A chance to make a real impact during life's most challenging times.
• Hybrid and flexible working options to suit your needs.

• Hybrid with a minimum of 2 - 3 days per week at their office based at Spectrum House, Bond Street, Bristol BS1 3LG
  . Hiring Process
• What to Expect Our client likes to keep things clear and straightforward.

• Application review
• They review applications on a rolling basis and will contact you when shortlisted
• Initial chat
• A short call with the hiring manager to get to know you better.

There will be some element of competency here, but they aim for it to be more conversational. (30mins)

This is your competency-based interview with the hiring manager(s) (up to 60mins) (or up to 90mins with task).

A chance to show them how you think, this may be part of the interview or done before / after depending on the role

They will…