Job Detail

Probate Sales Consultant

• Field: Sales & Marketing
• Deadline: 2026-03-06 03:03
• Bristol

Probate Sales Consultant

Permanent

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. 

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

Hours: 37.5 per week, Monday - Friday

Start date: Flexible

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