Probate Sales Executive

Dignity PLC; United Kingdom; Hybrid; GBP 30,000; Full time

Job summary

A leading probate service provider in the UK is seeking a Probate Sales Executive to enhance their Probate service. Focused on providing compassionate support to clients, the role involves guiding customers through probate processes and achieving sales targets in a collaborative team environment. Ideal candidates will have a proven sales record and a keen interest in legal matters.

Benefits

Performance-based bonus

25 Days Holiday + Bank Holidays

X2 Life Assurance

Pension Scheme

Career progression opportunities

Qualifications

• Demonstrated success in a sales role within service-oriented industries.
• Experience in achieving and exceeding sales targets.
• Interest in legal processes, ideally with legal education or experience.

Responsibilities

• Build rapport and trust with customers.
• Guide customers through government requirements for probate.
• Work towards sales targets and company OKRs.

Skills

Sales proficiency

Customer service

Legal knowledge

Adaptability to new software

Team collaboration

Education

GCSEs A-C in English & Maths

Job description

Probate Sales Executive

Contract: Full-time, Permanent
Location: Maidenhead (Hybrid – 3 days on-site, 2 days from home)
Salary: £30,000 base + performance-based bonus that could take full earnings up to £45k

About us

It’s inevitable that all of us are going to deal with death at some time in our lives. It’s a fundamental, tragic part of what it is to be human. But the services that should be supporting us haven’t changed in decades. From writing your will to planning a funeral or organising probate, the way we deal with death can be complicated and expensive. Instead of feeling supported, people feel lost. But it doesn’t need to be this way. We started Farewill to make the experience warmer, brighter, and friendlier. Now we’re the UK’s top rated probate provider, and help our customers pledge over £300 million a year to charities through gifts left in their wills. We’ve also joined the Dignity Group – one of the major providers of funeral services in the UK. Together, we’re on a mission to change the way the world deals with death. It’s no small task – and we’re looking for a Probate Solicitor to help us do it.

Role

We’re looking for an ambitious Sales Executive to help us deliver an exceptional Probate service to our customers. Probate is a daunting task that we strive to make simpler, faster and more affordable than traditional providers. Part of how we do that is through building a fantastic team of people who are legally savvy, commercially minded and motivated by compassionately helping people through those difficult challenges. As a Sales Executive, you’ll be responsible for shaping and defining how we run and sell our Probate service. You’ll work towards commercial goals while focusing on the importance of delivering a best-in-class customer experience.

Responsibilities

• Build rapport and trust with customers, making a stressful time and process as easy as possible.
• Learn the intricacies of what happens to someone’s estate when they die, and diagnose the estates of your customers.
• Guide customers through the government requirements for probate, and what needs to happen and why.
• Explain our different types of Probate services so the customer can make the right decision based on their estate complexity and needs.
• Prove consistency in our weekly and quarterly sales targets, including conversion rates and QA (Quality Assurance) scores on our inbound enquiries.
• Master smooth and detailed handovers to our Legal team.
• Work cross-functionally towards our company OKRs and monthly revenue targets, and assist with quarterly team presentations.

Qualifications

• Demonstrated success in a sales role, ideally within B2C, service-oriented industries such as legal services, financial services, or customer support.
• Experience in achieving and exceeding sales targets, with a strong track record of converting leads into satisfied customers.
• Ability to quickly learn and adapt to new software and tools as needed.
• Achieved GCSEs A-C in English & Maths.
• An interest in legal processes and ideally have a legal education and/or work experience.
• A team player that values honesty, collaboration and delivering exceptional service to customers.

Benefits

• Annual salary of £30,000 plus performance-based bonus.
• 25 Days Holiday + Bank Holidays.
• X2 Life Assurance.
• Pension Scheme.
• Hybrid flexible working (3 days in our Maidenhead office).
• Genuine career progression and mentorship opportunities.

Next steps

To be considered for this role, please submit your application via the ‘apply’ button, where a member of our Talent Team will review your application.

FCA Regulation Statement

Please note that this role is subject to meeting regulatory requirements. As an FCA-regulated organisation, we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect both the company and our clients. If you are considered for a role, you will be providing your permission for us to conduct the relevant checks and assessments that will be carried out during the recruitment and onboarding process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR). Please note in accordance with our pre-employment checks, all roles will require a criminal record check and further enhanced checks may apply. Certain roles will be subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy). Further details will be explained to you throughout the recruitment process.

Equality, Diversity and Inclusion Statement

Our Vision is to connect with our clients, colleagues, company, and communities based on our principles whilst celebrating our differences. We aim to empower leaders and colleagues to seek out and understand new voices and perspectives; to be vocal about inequity and exclusion, and to take decisive, informed, and bold action to promote inclusion and belonging. Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable. We reserve the right depending on application numbers to close or extend the closing dates for positions; we would therefore recommend an early application.