New Estate Consultant

About this role

• Footscray location with flexible, hybrid working arrangement 
• Be the first point of contact to promote State Trustees products & services
• Salary circa $72k + super
• Applications close 2 November 2025

About State Trustees

We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

For more information about State Trustees please visit www.statetrustees.com.au

About the Role

As the New Estates Consultant, you will play a key role in creating a unique client experience by engaging in quality conversations with the public. You will use quality questioning skills to obtain vital and critical information required to administer estates in the best interest of the client.

Duties

• Communicate information to callers regarding State Trustees' products and services
• Seek information from callers & other parties about the deceased's personal, financial and legal affairs
• Identify & action opportunities to promote products and services
• Conduct follow-up, research and analyse results to assess acceptance of estate work
• Create, update and maintain client data
• Maintain accurate records or inquiries, follow-ups, and conversions into our CRM system
• Collaborate with Team Leader and other departments inclusive of marketing and other estate management teams to develop strategies for attracting potential clients

Skills & Experience

• Ability to build rapport with potential clients to understand their requirements and guide them through the decision-making process
• Ability to convert phone leads and inquiries into State Trustees clients
• Utilise effective sales techniques to convert inquiries into contracts and potential future revenue
• Provide exceptional customer service throughout the the client journey to ensure satisfaction and referrals
• Ability to read, interpret, apply and explain relevant legislation, policies and procedures
• Professional communication skills, with the ability to deal sensitively with distressed or emotionally sensitive callers
• Sound analytical skills and computer literacy including competent use of Microsoft Office
• Knowledge of deceased estate administration and Wills will be highly regarded
• Proven experience in sales or client conversion, preferably within a similar sector though not essential

Employee Benefits

Our people's wellbeing is important, and we are proud to offer the following benefits:

• One-off work-from-home set up payment
• Flexible working conditions
• Employee assistance program
• Reward and recognition program
• Free Will preparation
• Retailer discounts

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

Our Culture

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together and we bring our best.

How to Apply

Click the Apply button to commence the application process. In your application, please include a cover letter and resume.