Probate Sales Executive

Confidential; West of England; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Bonus up to 20% (quarterly)

Hybrid work in Bristol

Job summary

Confidential in Bristol is seeking a Sales Executive to join a growing team. The role is hybrid, requiring 2–3 days in the office, handling inbound leads and guiding families through probate services from enquiry to quotation and contract signature.

Expect a fully desk-based telephone sales position with empathetic selling and a focus on converting leads into clients, transferring to the legal team after quoting and signing. Experience in probate and professional services is preferred.

Qualifications

• Ideally probate experience, including technical knowledge eg grant only estates.
• Proven sales experience within probate or professional services
• Confident managing a pipeline
• A natural ability to adapt your sales approach with empathy

Responsibilities

• This is a fully desk-based telephone sales role using referred inbound leads
• Discuss the estate and probate service required, prepare a quote, follow up and transfer signed clients to the legal team

Skills

Probate experience

Sales experience

Pipeline management

Empathetic selling

Job description

Sales Executive

Bristol - Hybrid (2-3 days in office)

I'm keen to speak with experienced Sales Executives who have knowledge of Probate to join a growing team in central Bristol.

You will be the initial point of contact for a family member who has lost a loved one and needs to engage with a lawyer to conduct their estate administration. You will provide expert probate guidance, understand individual needs and be able to take them through the process from initial enquiry through to quotation and contract signature.

What experience is required?

• Ideally probate experience, including technical knowledge eg grant only estates
• Proven sales experience within probate or professional services
• Confident managing a pipeline
• A natural ability to adapt your sales approach with empathy

What is the role?

• This is a fully desk-based telephone sales role using referred inbound leads
• Discuss the estate and probate service required, prepare a quote, follow up and transfer signed clients to the legal team

What's on offer?

• Competitive full-time salary
• Excellent Bonus scheme - up to 20% paid 1/4ly