Probate Sales Consultant

Kings Court Trust; Bath; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Health Cash Plan

Employee discounts

Cycle to work scheme

Employee Assistance Programme

Flexible working

25 days + bank holidays

Job summary

Kings Court Trust is seeking a Probate Consultant to join our sales team in a role that blends client-facing probate guidance with sales targets. You will handle enquiries, deliver technical probate information, and nurture prospects through the sales process with empathy and professionalism.

The ideal candidate has probate sales experience, strong communication skills, and the ability to work autonomously within a hybrid working setup. Training and career development are offered.

Qualifications

• Demonstrable probate knowledge, including at a technical level, with 3-4 years in the industry.
• Sales experience in probate or professional services.
• Effective communication with clients and partners.
• Ability to drive a sale while showing empathy for customers.
• Ability to nurture relationships internally and externally.

Responsibilities

• Manage client pipeline from enquiry to quotation and contract signature.
• Provide probate information and guidance, including technical matters.
• Deliver end-to-end customer service with clear communication.
• Identify opportunities to upsell/cross-sell services.
• Meet and exceed sales and performance targets.

Skills

Probate knowledge

Sales experience

CRM experience

Communication

Empathy

Relationship building

Autonomy

KPI adherence

Industry experience

Tools

Salesforce

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.

Why Join Us:

• 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.

Where You'll Be Working:

• Hybrid with a minimum of 2 - 3 days per week at our office based at Spectrum House, Bond Street, Bristol BS1 3LG.

Hiring Process - What to Expect

We like to keep things clear and straightforward. Here's what you can expect:

• Application review - We 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 we aim for it to be more conversational. (30mins)
• Interview - This is your competency-based interview with the hiring manager(s) (up to 60mins) (or up to 90mins with task).
• Task (if applicable) - A chance to show us how you think, this may be part of the interview or done before / after depending on the role
• Feedback - We will contact you following your interview, typically within 1 week.
• Support - We want everyone to feel comfortable and confident throughout our hiring process. If you have a medical condition or need any adjustments, whether that's for an interview or any part of the process, please let us know. We're happy to have a conversation about how we can best support you.

Equality, Diversity and Inclusion

At Kings Court Trust, we're committed to creating a workplace where everyone feels welcome, respected, and able to thrive. We believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience - nothing else.

We're proud to foster an inclusive environment where individuality is celebrated and diverse perspectives are valued across everything we do.

By applying for this role, you're sharing your information with Kings Court Trust. We take your privacy seriously. To understand how we handle your data, please read our Privacy Policy available on our website.