Dignity Group
Wills & LPA Sales Executive
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Probate Sales Executive
Full-time, Permanent | Maidenhead (Hybrid- 4 days on-site) | £30,000 - £33,000 per annum depending on experience - OTE up to £50k
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, tragic 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.
The Role
This role is responsible for helping customers put important plans in place through Dignity Legal Services’ Telephone Wills and Lasting Power of Attorney (LPA) services. The position involves communicating with customers who have previously shown an interest in the services, understanding their individual needs, and guiding them toward the right solution. It requires balancing commercial sales performance with a high standard of empathetic customer care, particularly when discussing sensitive personal subjects.
PERFORMANCE MEASURES
- Exceeding revenue and conversion targets.
- Effective pipeline management, conversion rates, and proactive follow-up times.
- Maintenance of accurate customer records and adherence to service quality standards.
- Compliance with responsible selling practices and FCA background guidelines.
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Key Responsibilities
- Speak directly with customers who have expressed interest in Dignity Legal Services’ Telephone Wills and LPA services.
- Build trust quickly, assess customer needs, and recommend appropriate solutions.
- Confidently handle customer objections, close sales, and deliver against ambitious revenue and conversion targets.
- Take full ownership of the sales pipeline from initial customer contact through to payment and booking.
- Proactively follow up on sales opportunities and identify ways to continuously improve conversion rates.
- Work at a fast pace while maintaining detailed, accurate records and a high standard of customer service.
- Contribute to a competitive, positive sales environment where high performance is celebrated.
Would Suit Someone Who
- Is highly competitive, self-motivated, and energized by working in a fast-paced, target-driven B2C sales environment.
- Can make complex or sensitive subjects feel simple, warm, and approachable for customers.
- Combines strong commercial drive and closing ability with good judgement, attention to detail, and responsible selling practices.
- Is a proactive pipeline owner who follows up relentlessly and continuously seeks ways to improve performance through data and feedback.
Experience
KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED
- Proven track record in B2C sales with evidence of exceeding revenue and conversion targets.
- Demonstrated ability to build trust quickly, handle objections, and close sales.
- Proven experience in end-to-end sales pipeline management and customer follow-up.
- Experience within legal or financial services is useful, but not essential.
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Education/ Qualifications
- No specific degree required, but a background in sales is beneficial.
Technical
- Proficient in CRM record-keeping and pipeline management tools.
- Commercially minded approach to using performance data and feedback to improve sales results.
General
- Excellent verbal and written communication skills with strong active listening capabilities.
- High attention to detail and ability to exercise sound judgement during sensitive customer conversations.
What We Offer
- Annual salary of £33,000 per annum depending on experience - OTE up to £55k uncapped.
- 25 Days Holiday + Bank Holidays.
- X2 Life Assurance.
- Pension Scheme.
- Hybrid flexible working (4 days in our Maidenhead office).
- Genuine career progression and mentorship opportunities.
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.
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.
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