At a Glance
- Tasks: Support clients through the probate process with empathetic conversations and clear explanations.
- Company: Join a purpose-driven organisation that prioritises people and communities.
- Benefits: Enjoy 28 days holiday, annual bonuses, and a pension with up to 10% employer contributions.
- Other info: Flexible work environment with opportunities for personal growth and development.
- Why this job: Make a real difference in clients' lives while working remotely with a supportive team.
- Qualifications: Experience in sales or customer-focused roles, with strong communication and empathy skills.
The predicted salary is between 27000 - 33000 £ per year.
Overview
In this role you will support clients through the probate process, guiding them to the right services with empathetic, clear conversations.
You will work from a remote UK-based setup as part of a close-knit Probate Sales team, focusing on understanding client needs and explaining estate administration options.
You’ll help clients decide if our services fit their circumstances, using digital tools to stay organized and meet KPIs.
This position offers training, supportive colleagues, and earnings potential through a transparent bonus structure.
You join a purpose-driven organisation that puts people and communities first.
- Pay / Benefits
- Annual bonus based on personal and business performance
- 28 days holiday (rising to 32) plus bank holidays
- Pension with up to 10% employer contributions
- 30% discount on Co-op products
- Virtual healthcare including GP appointments and mental health support
- Cycle-to-work scheme
Responsibilities
- Have thoughtful conversations with clients by phone and video
- Understand clients’ circumstances and what matters most to them
- Explain probate and estate administration services in clear terms
- Help clients decide whether Co-op services are right for them
- Manage work using modern digital systems
- Work towards agreed KPIs with a remote team
- Key requirements
- Experience in consultative sales or a customer-focused role
- Ability to discuss sensitive topics with empathy and care
- Willingness to learn and develop new skills
- Confidence to explain things clearly without jargon
- Motivation driven by doing a good job and caring for clients, not just hitting a number
- Commitment to working for an organisation that supports clients
- Empathy
- Clear communication
- Client focus
- Willingness to learn
- Responsible, trustful attitude
Sales Executive - Probate employer: The Co-Operative Group
Co-op Legal Services is an exceptional employer that prioritises the well-being of its employees and the communities it serves. With a strong focus on professional development, you will have access to coaching and training opportunities, alongside a competitive benefits package including private healthcare and a generous pension scheme. Our inclusive work culture fosters diversity and belonging, making it a rewarding place to build your career in Manchester, Stratford-Upon-Avon, Bristol, or Sheffield.
