Probate Sales Executive in Newcastle upon Tyne

Probate Sales Executive in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 30000 - 35000 £ / year (est.) Home office (partial)
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Dignity Funerals Limited

At a Glance

  • Tasks: Help customers navigate the probate process with compassion and expertise.
  • Company: Join Farewill, the UK's top-rated probate provider, on a mission to change how we deal with death.
  • Benefits: Competitive salary, guaranteed commission, 25 days holiday, and hybrid working.
  • Other info: Genuine career progression and mentorship opportunities in a supportive team environment.
  • Why this job: Make a real difference in people's lives during challenging times while achieving your sales goals.
  • Qualifications: Sales experience, GCSEs in English & Maths, and a passion for helping others.

The predicted salary is between 30000 - 35000 £ per year.

Contract: Full-time, Permanent

Location: Maidenhead (Hybrid - 4 days on-site, 1 day from home)

Salary: £30,000 - £35,000 per annum depending on experience - OTE up to £55k

Guaranteed commission for the first 3 months!

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.

The 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.

In this role you will:

  • 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.

We are looking for:

  • 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.

What We Offer:

  • £30,000 - £34,000 per annum depending on experience - OTE up to £50k
  • 25 Days Holiday + Bank Holidays.
  • X2 Life Assurance.
  • Pension Scheme.
  • Hybrid flexible working (4 days in our Maidenhead office).
  • Genuine career progression and mentorship opportunities.

What are the 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.

Probate Sales Executive in Newcastle upon Tyne employer: Dignity Funerals Limited

Farewill is an exceptional employer that prioritises a supportive and compassionate work culture, making it an ideal place for those looking to make a meaningful impact in the probate industry. With a hybrid working model based in Maidenhead, employees benefit from flexible arrangements, generous holiday allowances, and genuine opportunities for career progression and mentorship. Join us in transforming the way we deal with death while enjoying a collaborative environment that values honesty and exceptional service.
Dignity Funerals Limited

Contact Detail:

Dignity Funerals Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Probate Sales Executive in Newcastle upon Tyne

✨Tip Number 1

Get to know the company inside out! Research Farewill's mission and values, especially how they aim to change the way we deal with death. This will help you connect with the interviewers and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice your sales pitch! Since this role is all about building rapport and trust with customers, think of scenarios where you can demonstrate your ability to guide someone through a complex process. Role-playing with a friend can really help you nail it.

✨Tip Number 3

Be ready to share your success stories! Prepare examples from your past sales roles where you've exceeded targets or turned a lead into a satisfied customer. This will showcase your skills and experience, making you stand out as a candidate.

✨Tip Number 4

Don’t forget to ask questions during the interview! Show your curiosity about the role and the company by asking about their future plans or how they measure success in the sales team. This not only shows your interest but also helps you assess if it's the right fit for you.

We think you need these skills to ace Probate Sales Executive in Newcastle upon Tyne

Sales Skills
Customer Relationship Management
Legal Knowledge
B2C Sales Experience
Target Achievement
Lead Conversion
Communication Skills
Problem-Solving Skills
Adaptability to New Software
Team Collaboration
Attention to Detail
Understanding of Probate Processes
Compassionate Customer Service
Presentation Skills

Some tips for your application 🫡

Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for helping others and your interest in the probate process.

Tailor Your Application: Make sure to customise your application to highlight how your experience aligns with the role. Mention specific sales achievements and how they relate to delivering exceptional customer service, just like we do at StudySmarter.

Show Your Interest in Legal Processes: Since this role involves navigating legal requirements, it’s a good idea to mention any relevant education or experience you have in legal services. This will show us that you’re serious about the position and ready to learn more!

Apply Through Our Website: Don’t forget to submit your application via our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved.

How to prepare for a job interview at Dignity Funerals Limited

✨Know Your Stuff

Make sure you understand the probate process inside and out. Familiarise yourself with the legal terms and requirements, as well as the services offered by the company. This will not only help you answer questions confidently but also show your genuine interest in the role.

✨Show Empathy

Since this role involves dealing with sensitive situations, it's crucial to demonstrate empathy during your interview. Share examples of how you've helped customers in difficult times before, and highlight your ability to build rapport and trust with clients.

✨Sales Success Stories

Prepare specific examples of your past sales achievements. Be ready to discuss how you met or exceeded targets, converted leads, and provided exceptional customer service. This will showcase your skills and align with the company's focus on delivering a best-in-class experience.

✨Ask Insightful Questions

At the end of the interview, have a few thoughtful questions prepared. Inquire about the team dynamics, company culture, or future goals for the probate service. This shows that you're not just interested in the job, but also in how you can contribute to the company's mission.

Probate Sales Executive in Newcastle upon Tyne
Dignity Funerals Limited
Location: Newcastle upon Tyne
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