Probate Sales Consultant in Bath

Probate Sales Consultant in Bath

Bath Full-Time 30000 - 40000 £ / year (est.) No home office possible
Kings Court Trust

At a Glance

  • Tasks: Maximise sales opportunities and provide compassionate support to clients navigating probate.
  • Company: Kings Court Trust, dedicated to easing the burden of bereavement.
  • Benefits: 25 days holiday, excellent training, and career development opportunities.
  • Other info: Join a supportive team focused on delivering exceptional customer experiences.
  • Why this job: Make a real difference in people's lives while achieving your sales goals.
  • Qualifications: Experience in probate sales and strong communication skills.

The predicted salary is between 30000 - 40000 £ 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 Kings Court Trust may have a great opportunity for you! We are looking for a Probate Consultant to join our sales team.

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 honouring 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. We can offer you excellent training and support to develop your career here at Kings Court Trust.

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

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

  • 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 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

Probate Sales Consultant in Bath employer: Kings Court Trust

At Kings Court Trust, we pride ourselves on being an exceptional employer that values compassion and support in the workplace. Our collaborative culture fosters personal and professional growth, offering comprehensive training and development opportunities for our Probate Sales Consultants. Located in a vibrant area, we provide a fulfilling work environment where you can make a meaningful impact while enjoying a generous benefits package, including 25 days of annual leave plus bank holidays.
Kings Court Trust

Contact Detail:

Kings Court Trust Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

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

✨Tip Number 2

Prepare for interviews by practising common questions related to probate sales. Think about how you can showcase your experience and passion for delivering excellent customer service. We want to see that enthusiasm!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Plus, it’s a great chance to reiterate your interest in the role.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.

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

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

Some tips for your application 🫡

Show Your Passion: When writing your application, let your passion for probate sales shine through. We want to see how much you care about delivering a positive customer experience and how that aligns with our mission at Kings Court Trust.

Be Specific About Your Experience: Make sure to highlight your relevant experience in probate sales. We’re looking for candidates who can demonstrate their knowledge and skills, so don’t hold back on sharing specific examples of your past successes.

Tailor Your Application: Take the time to tailor your application to the role. Use the job description as a guide and make sure to address how your skills and experiences match what we’re looking for in a Probate Consultant.

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’re considered for the role. Plus, it’s super easy to do!

How to prepare for a job interview at Kings Court Trust

✨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 sales but also knowledgeable about the industry.

✨Showcase Your Empathy

Since this role involves dealing with sensitive situations, it's crucial to demonstrate your ability to empathise with clients. Prepare examples from your past experiences where you've successfully handled emotional conversations or provided support during tough times.

✨Prepare for Sales Scenarios

Expect to discuss how you would handle specific sales scenarios. Think about how you can upsell or cross-sell services while maintaining a consultative approach. Practising these scenarios can help you articulate your thought process clearly during the interview.

✨Ask Insightful Questions

At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.

Probate Sales Consultant in Bath
Kings Court Trust
Location: Bath

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