Probate Sales Executive - Dignity Funerals : Job Details

Sales Executive - Probate

Contract: Full-time, Permanent

• 40 hours per week.
• Most shifts will be scheduled between the hours 08:00 - 20:00.
• In the future, you may be scheduled to work a weekend shift each month.

Location: Maidenhead (Hybrid - 3 days on-site, 2 days from home)

Salary: OTE up to £45,000 per annum

The role:

We're looking for an ambitious Sales Executive to help us deliver an exceptional Probate service to our customers. Probate is a daunting task that we strive to make simpler, faster and more affordable than traditional providers. Part of how we do that is through building a fantastic team of people who are legally savvy, commercially minded and motivated by compassionately helping people through those difficult challenges.

As a Sales Executive, you'll be responsible for shaping and defining how we run and sell our Probate service. You’ll work towards commercial goals while focusing on the importance of delivering a best-in-class customer experience.

In this role you will:

• Build rapport and trust with customers, making a stressful time and process as easy as possible.
• Learn the intricacies of what happens to someone's estate when they die, and diagnose the estates of your customers.
• Guide customers through the government requirements for probate, and what needs to happen and why.
• Explain our different types of Probate services so the customer can make the right decision based on their estate complexity and needs.
• Prove consistency in our weekly and quarterly sales targets, including conversion rates and QA (Quality Assurance) scores on our inbound enquiries.
• Master smooth and detailed handovers to our Legal team.
• Work cross-functionally towards our company OKRs and monthly revenue targets, and assist with quarterly team presentations.

We are looking for

• Demonstrated success in a sales roles, ideally within B2C, service-oriented industries such as legal services, financial services, or customer support.
• Ability to quickly learn and adapt to new software and tools as needed.
• Achieved GCSEs A-C in English & Maths.
• An interest in legal processes and ideally have a legal education and/or work experience.
• A team player that values honesty, collaboration and delivering exceptional service to customers.

What We Offer:

• OTE up to £45,000 per annum
• Commission incentives
• 25 Days Holiday + Bank Holidays.
• X2 Life Assurance.
• Pension Scheme.
• Hybrid flexible working (3 days in our Maidenhead office).
• Genuine career progression and mentorship opportunities.

About us:

It's inevitable that all of us are going to deal with death at some time in our lives. It’s a fundamental part of what it is to be human. But the services that should be supporting us haven’t changed in decades. From writing your will to planning a funeral or organising probate, the way we deal with death can be complicated and expensive. Instead of feeling supported, people feel lost.

But it doesn’t need to be this way. We started Farewill to make the experience warmer, brighter, and friendlier. Now we’re the UK’s top rated probate provider, and help our customers pledge over £300 million a year to charities through gifts left in their wills.

We’ve also joined the Dignity Group - one of the major providers of funeral services in the UK. Together, we’re on a mission to change the way the world deals with death. It’s no small task - and we’re looking for a Probate Sales Executive to help us do it.

What are the next steps?

To be considered for this role, please submit your application via the 'apply’ button, where a member of our Talent Team will review your application.

About Us

We are Dignity, one of the UK’s oldest and most trusted funeral providers, with over 200 years of history, 570 branches, and 46 crematoria. From launching the UK’s first funeral plan to helping shape modern regulation, we have led the way in supporting families with care, compassion, and professionalism.

Now we are building the UK’s leading end of life company. As part of the Dignity Group, we also operate Farewill, the country’s largest will writer and one of the UK’s top probate providers, giving families support not just at the funeral, but before and after as well.

Today we are over 4,000 people across the UK, all driven by the same goal: to care for families with compassion and make the UK a world leader in end of life care. Here to help, whenever you need.

FCA Statement

We’re regulated by the FCA, so some roles may be subject to background checks

Equality, Diversity and Inclusion Statement

We know that diverse teams make better decisions, build better products, and create a better place to work. Whoever you are, wherever you’re from, and whatever your life looks like, we’d love to hear from you. And if there’s anything you need to make the process more accessible, please let us know

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

We reserve the right depending on application numbers to close or extend the closing dates for positions; we would therefore recommend an early application.