Probate Sales Executive

G2 Legal Limited; West of England; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Bonus up to 20%

Hybrid work

Job summary

G2 Legal Limited in Bristol is seeking a Sales Executive to join a growing probate team on a hybrid basis (2-3 days in the office). You will be the initial contact for families seeking probate guidance, handling inbound leads, and taking clients from enquiry through to quotation and contract.

The role requires probate knowledge and proven sales experience within probate or professional services, with the ability to adapt your approach with empathy and manage a sales pipeline.

Qualifications

• Probate knowledge including grant-only estates
• Proven sales experience within probate or professional services
• Able to manage a sales pipeline with empathy

Responsibilities

• Desk-based telephone sales using inbound leads
• Discuss estate and probate service, prepare a quote
• Follow up and transfer signed clients to the legal team

Skills

Probate knowledge

Sales experience

Pipeline management

Empathy

Job description

Sales Executive
Bristol – Hybrid (2-3 days in office)

I’m keen to speak with experienced Sales Executives who have knowledge of Probateto 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 willprovideexpert probate guidance, understand individual needs and be able to take themthrough the process frominitial enquiry through to quotation and contract signature.

What experience is required?

• Ideally probate experience, includingtechnical 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
• Discussthe estate and probate service required, preparea quote, followup 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