Client Services Consultant (Probate B2C Sales)

Bristol, hybrid / remote working applications considered

£22,000-24,000(Negotiable on experience) + £12,000 OTE pa

We are looking for a talented, dedicated and pro-active individual, with a passion for achieving sales targets, alongside delivering excellent customer service and expert B2C and B2B consultation, to assist us in providing an outstanding bereavement and estate administration service to our clients.

This role requires a passion for selling, a ‘can do’ attitude, great attention to detail, and a willingness to learn. Due to the busy nature of this position time management and organisation are key, as well as a friendly, helpful and positive outlook around the office.

The Client Services Consultant is an integral role to the business, supporting clients and their families and providing guidance in respect of the services we offer. You must be active and engaging with not only our clients but also all other members of the business to ensure that all new estates are on-boarded professionally and efficiently.

Whilst professional experience is of high importance to us as a business in finding the right candidates, it is of equal importance that they are a suitable fit for the culture we offer as a business. We uphold four core values and behaviours: Pro-activity, Professionalism, Pride and Politeness. The right candidates will uphold these values in all aspects of their work whilst inspiring their colleagues to do the same.

Job Purpose

As a Client Services Consultant you would be expected to maximise all opportunities and successfully handle enquiries from clients/business partners and turnaround the enquiry to a quote within 24 hours.

You are responsible for effectively managing your lead pipeline to ensure conversion to sales in a timely manner. You are responsible for ensuring all required sales documentation and relevant paperwork required to carry out the service is collected and manage this process through so there is a smooth transition from sale to service delivery. This in turn will create repeat lead opportunities, introduce the opportunity to cross sell & upsell services.

We are a fast-paced business and roles change from time to time. You should be prepared to perform any such tasks or duties that are reasonably assigned to you.

Skills, Experience and Personal Requirements

• A person who gets things done. Impatient and measured equally.
• Must be results-orientated with a will to win, as well as the ability to demonstrate that they can think outside the box
• A person who gets things done. Impatient and measured equally.
• Excellent communication skills at all levels and exceptional organisational and time management skills are a pre-requisite
• Candidates should be self-motivated, have a keen attention to detail and be proactive at all times, seeking new ways to solve problems and meet challenges
• The ability to be both self-critical and to openly take on-board constructive feedback, with a desire to constantly improve
• A high degree of empathy is essential to be able to speak with bereaved clients

Experience:

Essential

• A minimum of 12 months experience in a fast paced B2C or B2B sales environment
• Demonstrable experience working within a professional services business

Desirable

• Experience within Probate, Estate Administration, Wills or Trust
• Experience working within Legal or Financial Services

Staff Benefits:

• 25 days Holiday Entitlement (Increasing 1 day annually to 30)
• Buy or Sell up to 5 days holiday per year
• Health Cash Plan – Cash back for Dental, optical and other treatments 
• PERKS – Employee discounts across a range of high street products
• Income protection insurance
• Life assurance policy
• Company pension (Matched contribution up to 5%)
• 12 weeks Enhanced Parental leave policy
• Cycle to work scheme
• Employee Assistance Programme
• Free Office Fruit
• Premium “Bean to Cup” coffee machine

Kings Court Trust wants to meet the aims and commitments set out in its equal opportunities policy statement. This includes not discriminating under the Equality Act 2010 and building an accurate picture of the make-up of the workforce in encouraging equality and diversity.