Probate Sales Consultant

Kings Court Trust; Gloucester; Hybrid; GBP 32,000 - 45,000; Full time

Benefits offered by this job

25 days annual leave

Bank holidays

Health cash plan

Employee discounts

Salary sacrifice benefits

Income protection

Life assurance

Enhanced family leave

Cycle to work

Employee assistance programme

Flexible working

Job summary

Kings Court Trust, based in the UK, is seeking a Probate Consultant to join its sales team. You will look to maximise sales opportunities and handle enquiries from clients and business partners with a consultative approach, guiding them through the probate process and closing deals while delivering excellent customer service.

Ideal candidates have probate sales experience (3–4 years), strong communication, and a proven ability to manage pipelines and meet KPI targets in a professional services

Qualifications

• Demonstrable probate knowledge, including technical level, 3–4 years.
• Sales experience in probate or other professional services environment.
• Effective communication skills.
• Ability to build and nurture positive working relationships both internally and externally.
• Able to work autonomously and prioritise workload.
• Experience using a CRM (Salesforce preferred).
• Ability to work to set KPI s.
• Previous experience in a sales-based role.

Responsibilities

• 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.

Skills

Effective communication

Probate knowledge

Sales experience

CRM (Salesforce)

KPI targets

Autonomous work

Relationship building

Sales-based role

Tools

Salesforce CRM

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.

Ready to Apply

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.