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!

Our client is looking for a Probate Consultant to join their sales team.

About our client

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 honoring 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, our client can offer you excellent training and support to develop your career with them.

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

Our client understands you may not have all of the below skills or experience, and would 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 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 our client 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 & 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; they ask for a minimum of 3 days in their Bristol office

Hours: 37.5 per week, Monday - Friday

Start date: Flexible

Equality & Diversity

Our client is committed to equality and diversity in employment and all of their activities. They 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 them, please apply today with your CV!