Probate Sales Consultant

Probate Sales Consultant focuses on managing client pipeline, taking clients from their initial enquiry to quotation and contract signature.

What the role involves

• Managing 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.
• Meet and exceed sales and performance targets.

Skills and requirements

• Relevant sales, account management, business development, CRM, or customer-facing experience may be useful.

Confirmed role details

• £40,000 – £50,000 + OTE.
• A minimum of 3 days in their Bristol office.
• 37.5 per week, Monday – Friday.

Candidate fit

• 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 their customers and clients.

Known job details

• Pay: £40,000 – £50,000