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About the Role
Begin a career in a client-focused sales role with the potential to develop into specialist estate planning or private client legal pathways. Speak with clients via video calls, guiding them through important decisions and helping them take action. Build rapport, understand individual needs, and clearly explain available services, supporting clients through the process with confidence and care.
Responsibilities
- Conduct structured consultations with clients via video call
- Understand client needs and recommend appropriate solutions
- Clearly explain services in a simple, engaging way
- Manage your pipeline and keep accurate records of client interactions
- Work closely with internal teams to ensure a smooth client journey
- Deliver excellent aftercare and maintain strong client relationships
Requirements
- 3-5 years experience within Sales
- Career changers looking to move into a consultative sales role
- Individuals from customer-facing or regulated backgrounds
- Candidates motivated by providing solutions to customers, targets, progression, and development
- Customer focused and confident communicators with strong interpersonal skills
- Comfortable working in a target-driven environment
- Resilient, self-motivated, and results-focused
- Organised and able to manage multiple client conversations
- Based in or able to commute to London Bridge
- Experience in sales or knowledge of estate planning products such as wills or LPAs (Bonus)
Skills
- Consultative selling
- Client relationship management
- Pipeline management
- Interpersonal skills
- Communication skills
Location
- London Bridge
Work Type
- Hybrid
Experience Level
- 3-5 years
Benefits
- Octopus share incentive scheme
- Flexible holiday + extra day off for your Birthday
- Vitality Health & Life Insurance
- Pension scheme
- Enhanced parental leave
- Free Will & LPAs + discounts on other Octopus services
- Cycle to Work Scheme
- Electric Vehicle (EV) Salary Sacrifice Scheme
- Octopus Giving: match any charitable fundraising up to £500
- Octopus Springboard: help employees become entrepreneurs
About the Company
- Octopus Legacy is one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group.
- We have a mission to scale, become a household name, transform a long-established industry, and help customers prepare for, and find support after, death.
- We take cold processes like planning for death (wills, life insurance, funerals) and turn them into something more human, allowing people to shape a legacy that connects to them.
- Founded by Sam after his mum died suddenly, the team works in death because they have been affected by it and understand the difference a good plan makes.
- We see a world where people talk openly about death and work out the real meaning of legacy.
Equal Opportunity
- Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.