Probate Sales Consultant in Bristol

Probate Sales Consultant in Bristol

Bristol Full-Time 34000 - 46000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Maximise sales opportunities and provide compassionate support to clients navigating probate.
  • Company: A supportive firm dedicated to easing the burden of bereavement for families.
  • Benefits: Competitive salary, flexible working, health cash plan, and employee discounts.
  • Why this job: Make a real difference in people's lives while developing your sales career.
  • Qualifications: Experience in probate sales and strong communication skills are preferred.
  • Other info: Join a diverse team with excellent training and career growth opportunities.

The predicted salary is between 34000 - 46000 £ per year.

Do you have experience in probate sales with a passion for delivering a positive customer experience? Are you proactive in your approach to work with a desire to achieve your goals? If so, then our client may have a great opportunity for you!

Our client understands that dealing with a loved one's estate can be overwhelming and emotionally taxing. Their mission is to ease this burden by providing a supportive, seamless experience from start to finish. As probate experts, they offer compassionate solutions to the complexities of bereavement, allowing families to focus on honoring their loved one's memory.

As a Probate Consultant you will look to maximise sales opportunities and successfully handle enquiries from clients and business partners, follow up leads, and nurture them through the sales process with a consultative approach. This is a great opportunity for anyone with Probate sales experience, our client can offer you excellent training and support to develop your career with them.

Duties include:

  • Manage 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 and support
  • Identifying opportunities to upsell/cross-sell services
  • Meet and exceed sales and performance targets

The ideal candidate:

  • Effective communication skills
  • 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 customers and clients
  • Ability to build and nurture positive working relationships both internally and externally
  • Able to work autonomously and effectively prioritise your own workload
  • Previous experience using a CRM (Salesforce preferred)
  • Ability to work to set KPI's
  • Previous experience in a sales-based role

What our client can offer you:

  • 25 days plus bank holidays, increasing annually to 30
  • Long service leave reward
  • Health Cash Plan – Cash back for Dental, optical, and other treatments
  • Employee discounts across a range of high street products
  • Variety of salary sacrifice benefits such as tech vouchers, dental & holiday buy
  • Income protection insurance
  • Life assurance policy
  • Enhanced family leave
  • Cycle to work scheme
  • Employee Assistance Programme
  • Flexible working options across most roles

Need to know:

  • Salary: £40,000 - £50,000 + OTE
  • Location: Hybrid; they ask for a minimum of 3 days in their Bristol office
  • Hours: 37.5 per week, Monday - Friday
  • Start date: Flexible

Equality & Diversity:

Our client is committed to equality and diversity in employment and all of their activities. They ensure that all successful applicants are selected based on their relevant merits and experience and that people are given equal opportunities within the workplace.

If this opportunity excites you and you’d like to consider joining them, please apply today with your CV!

Probate Sales Consultant in Bristol employer: GET STAFFED ONLINE RECRUITMENT LIMITED

Our client is an exceptional employer, offering a supportive and compassionate work environment that prioritises employee well-being and professional growth. With a strong focus on delivering outstanding customer experiences in the probate sector, they provide extensive training, flexible working options, and a comprehensive benefits package, including generous holiday allowances and health cash plans. Joining their Bristol team means being part of a mission-driven organisation that values empathy and excellence, making it a rewarding place to build your career.
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Contact Detail:

GET STAFFED ONLINE RECRUITMENT LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Probate Sales Consultant in Bristol

✨Tip Number 1

Network like a pro! Reach out to your connections in the probate industry and let them know you're on the hunt for a new role. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research common questions for probate sales consultants and practice your responses. Show off your knowledge and experience, but also your empathy and customer service skills.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you're keen and professional, which is exactly what they want in a Probate Consultant.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, it’s the best way to ensure your application gets seen by the right people.

We think you need these skills to ace Probate Sales Consultant in Bristol

Probate Sales Experience
Customer Service
Effective Communication Skills
Sales Experience in Professional Services
Technical Knowledge of Probate
Empathy
Relationship Building
Autonomous Work
Workload Prioritisation
CRM Experience (Salesforce preferred)
KPI Achievement
Consultative Sales Approach
Lead Nurturing
Upselling and Cross-Selling

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects your experience in probate sales. Highlight any relevant skills and achievements that align with the job description. We want to see how you can bring value to our client!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for delivering excellent customer service and your proactive approach. Let us know why you're the perfect fit for the Probate Consultant role.

Showcase Your Communication Skills: Effective communication is key in this role. In your application, demonstrate how you've successfully managed client relationships and provided support in previous roles. We love seeing examples of your consultative approach!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!

How to prepare for a job interview at GET STAFFED ONLINE RECRUITMENT LIMITED

✨Know Your Probate Stuff

Make sure you brush up on your probate knowledge before the interview. Familiarise yourself with common terms and processes, as well as any recent changes in legislation. This will show that you're not just passionate about the role but also knowledgeable and ready to provide that compassionate support the company values.

✨Showcase Your Sales Skills

Prepare to discuss your previous sales experiences, especially in probate or similar fields. Think of specific examples where you successfully nurtured leads or exceeded targets. This will help demonstrate your proactive approach and ability to drive sales while maintaining empathy for clients.

✨Practice Your Communication

Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to role-play common scenarios you could encounter as a Probate Consultant, so you can showcase your consultative approach during the interview.

✨Ask Thoughtful Questions

Prepare some insightful questions to ask at the end of your interview. This could be about the company's approach to client care or how they support their employees' professional development. It shows you're genuinely interested in the role and the company, which can set you apart from other candidates.

Probate Sales Consultant in Bristol
GET STAFFED ONLINE RECRUITMENT LIMITED
Location: Bristol
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