Probate Sales Advisor

Eventus Legal are seeking a Probate Sales Advisor to join a growing specialist probate service as part of an award winning law firm in Mansfield, Nottinghamshire. This full-time, permanent job offers a guideline salary of £25,000 to £30,000 depending on experience, hybrid working with one to two days from home each week after completing your initial settling in period. You will benefit from full probate training, a non-contractual bonus scheme and opportunities to progress as the service grows.

As a Probate Client Sales Advisor in Mansfield, you will liaise with clients and help people understand their options following a bereavement, combining sensitive client care with consultative sales. All enquiries are inbound, with no cold calling. Key responsibilities will include:

• Responding promptly to telephone and email enquiries, listening carefully and providing clear, supportive guidance.
• Managing quotations, follow-up activity and outstanding actions, keeping accurate records in HubSpot.
• Learning the Grant Only and Full Administration services while working closely with the client care and probate teams.
• As your knowledge develops, conducting initial consultations to understand the estate and identify the appropriate service.
• Explaining service options and fees clearly, helping clients make informed decisions.
• Managing Grant Only quotations from initial enquiry through to instruction, and qualifying Full Administration enquiries for the closing call.

The successful Probate Sales Advisor will bring a strong record in telephone based, consultative or advisory sales with up to 2 years’ experience. You should also be able to demonstrate the following:

• The ability to build trust quickly and handle sensitive conversations with empathy, patience and professionalism.
• Commercial confidence and sound judgement when recommending services appropriate to each client’s circumstances.
• Strong organisation and follow up skills, with the ability to manage several active enquiries.
• Experience working towards conversion or revenue targets and confidence using CRM systems.
• Resilience when supporting people experiencing grief or handling emotionally difficult conversations.
• Experience in probate, bereavement services, legal services or supporting vulnerable customers would be beneficial, but is not essential. Full probate training will be provided.

You will receive structured training and the opportunity to develop within a growing service. Benefits and rewards will include:

• Salary of £25,000 to £30,000 depending on experience, plus a non-contractual bonus scheme.
• Hybrid working with one to two days remote working from home each week after completing an initial settling in period.
• Full probate training and a structured three month training and development period.
• The opportunity to discuss flexible working hours after the initial three-month period, subject to client and business needs.
• Career progression opportunities as the service grows.

Our client’s specialist probate service is backed by a long established, award-winning law firm in Mansfield, Nottinghamshire. The business places client care, inclusion and employee development at the centre of its approach, with ongoing investment in training and technology. You will join an existing team at an early stage of the service’s growth, with the opportunity to contribute to how it develops.

Apply now to be considered for this unique Probate opportunity. Alternatively, for a confidential discussion about this Probate Sales Advisor job in Mansfield, Nottinghamshire, please send your CV to Izzie Vaughan at the Eventus Recruitment Group via email at [email removed] or phone [phone removed] for a confidential discussion. Due to the high volume of applications, if you have not heard from us within ten days, unfortunately you have not been shortlisted on this occasion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, Finance and Financial Planning sectors across the UK. Please note, the years' experience and/or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.