Probate Sales Executive - Empathetic & Consultative

G2 Legal Limited; West of England; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Bonus up to 20% (quarterly)

Job summary

G2 Legal Limited is seeking an experienced Sales Executive with probate knowledge to join our central Bristol team. This desk-based, inbound role requires empathy and a consultative approach to guide families from initial enquiry to quotation and contract signature.

You will discuss estate and probate services, prepare quotes, follow up with clients, and hand over signed cases to the legal team. A competitive salary and excellent bonus scheme await the right candidate.

Qualifications

• Probate knowledge, including grant-only estates.
• Proven sales experience within probate or professional services.
• Confident managing a sales pipeline.
• Empathetic consultative sales approach.

Responsibilities

• This is a 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 knowledge

Sales experience probate

Pipeline management

Empathy in sales

Job description

G2 Legal Limited is seeking an experienced Sales Executive with probate knowledge to join our central Bristol team. This desk-based, inbound role requires empathy and a consultative approach to guide families from initial enquiry to quotation and contract signature.

You will discuss estate and probate services, prepare quotes, follow up with clients, and hand over signed cases to the legal team. A competitive salary and excellent bonus scheme await the right candidate.