Probate Sales Consultant

Be the first voice after bereavement, guiding customers through probate and estate administration options with clarity, warmth, and confidence. Lead consultations and probate-quote calls, explain options, and help customers make informed decisions. Own the end-to-end customer journey from initial enquiry through to instructing the service, aiming to hit and exceed personal and team sales targets while prioritizing support quality. Maintain accurate confidential records, share process-improvement ideas, collaborate across teams, and bring energy and a solutions-focused mindset. No rigid scripts is required; training will be provided to cover probate specifics. The role blends empathy with commercial awareness to support customers through a tough time and ensure the right service choice for their needs.