Probate Sales Consultant in Bristol

Probate Sales Consultant

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 Kings Court Trust may have a great opportunity for you! We are looking for an experienced Probate Sales Consultant to join our sales team.

About us

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

What you’ll be doing

As a Probate Sales 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.

• 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

We understand you may not have all of the below skills or experience, and we would encourage you to apply if you have some of the below:

• 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 our 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 we 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‑back
• Enhanced family leave
• Cycle to work scheme
• Employee Assistance Programme
• Flexible working options across most roles

Location

Hybrid; we ask for a minimum of 3 days in our Bristol office.

Equality & Diversity

Kings Court Trust is committed to equality and diversity in employment and all of our activities. We 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 us, please apply today with your CV! By applying for this role your details will be submitted to Kings Court Trust. Our Privacy Policy explains how we will use your information, and is available on our website at https://www.kctrust.co.uk/.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Industries

Legal Services