Probate Sales Consultant

Career Choices Dewis Gyrfa Ltd; Brighton; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Health Cash Plan

Income protection insurance

Life assurance policy

Hybrid and flexible working

Job summary

Career Choices Dewis Gyrfa Ltd is seeking a Probate Consultant to join a sympathetic sales team. You will maximise opportunities, handle client and partner inquiries, follow up leads, and nurture them through the sales process with a consultative approach.

The ideal candidate has probate sales experience, CRM proficiency, and the ability to work autonomously in a hybrid setup. Training and support are provided to develop your career.

Qualifications

• Probate knowledge with industry experience (3–4 years preferred).
• Sales experience in probate or professional services.
• Confidently drive sales while showing empathy for clients.
• Ability to build and nurture internal and external relationships.
• Autonomous and capable of prioritising workload.

Responsibilities

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

Skills

Probate sales

CRM (Salesforce)

KPI achievement

Customer empathy

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 our client may have a great opportunity for you!

They are 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 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.

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

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 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.

What They 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 Them:

• 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 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.

Here is what you can expect:

• 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)

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

Feedback

They will contact you following your interview, typically within 1 week.

Support

They want everyone to feel comfortable and confident throughout their 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 them know.

They are happy to have a conversation about how they can best support you.

Equality, Diversity and Inclusion

Our client is committed to creating a workplace where everyone feels welcome, respected, and able to thrive.

They believe in equal opportunities for all and ensure that every hiring decision is based on merit, skills, and experience

• nothing else.

They are proud to foster an inclusive environment where individuality is celebrated, and diverse perspectives are valued across everything they do.

By applying for this role, you're sharing your information with our client.

They take your privacy seriously.

To understand how they handle your data, please read their Privacy Policy available on their website.

Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).