Client Support 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 Client Support 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 Client Support Consultant you will be the first person a client speaks to. You will engage in an empathetic and personal way to support clients through their probate query and identify opportunities to quote for Kings Court Trust services.

A strong customer service, yet sales focused approach you will work with the client and wider probate team to ensure a smooth and seamless client journey from sales to operations.

This is a great opportunity for anyone with customer service and/or sales experience, we can offer you excellent training and support to develop your career here at Kings Court Trust.

Duties include:

• Manage inbound leads and enquiries from clients

• Provide initial probate information and guidance to help clients understand the probate process.

• Take responsibility for clients after contract signature to ensure a smooth and efficient handover to service delivery

• Provide excellent end-to-end customer service through a consultative sales approach.

• Meeting and exceed sales and performance targets

• 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 skills or experience below, and we would encourage you to apply if you have some of the below:

• Effective communication skills.

• A minimum of 1 years’ experience in a professional services sales or customer service-based role.

• Previous experience in a guided but unscripted environment

• Experience with inbound / outbound calls

• Lead management

• Demonstrable client service and administration skills

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: £27,500 - £32,500 + 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!

By applying for this role your details will be submitted to Kings Court Trust. Our Privacy Policy explains how we will use your information, and is available on our website at https://www.kctrust.co.uk/