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About the Role
As a Graduate Sales Associate at Octopus Legacy, you will guide people through difficult life moments, offering support and confidence in managing practical steps after a death. This sales and customer service role is ideal for ambitious graduates, teaching you to be the first point of contact, explain services like probate and estate administration, and help customers choose the right solutions. You will balance empathy with commercial awareness, supporting grieving individuals while working towards targets. No prior experience is needed; drive and empathy are key, and all necessary training will be provided.
Responsibilities
- Learn to be the first point of contact for customers after a death via phone, email, and chat — guiding them with clarity, warmth, and confidence.
- Understand each customer's situation and recommend the right probate and estate administration services for what they're going through.
- Lead consultations and quote calls (with full training and support), explain options clearly, and help customers make a confident, informed decision.
- Support the customer journey from first enquiry through to instructing the service, ensuring a seamless experience.
- Work towards personal and team sales targets for engagement, conversion, and customer satisfaction, while always keeping support quality first.
- Keep accurate and confidential customer records.
- Share fresh ideas to improve processes, resources, and the overall customer experience.
- Collaborate across teams and bring energy, initiative, and a problem-solving mindset.
Requirements
- A recent graduate (or early-career candidate) eager to build a career in sales and customer success.
- A compassionate communicator who builds trust easily - especially when conversations are tough.
- Motivated by targets and commercially curious, with a genuine desire to help customers choose what's right for them.
- Resilient and adaptable, able to stay calm in high-pressure and emotional situations.
- Organised, attentive to detail, and comfortable managing multiple priorities.
- Proactive and solutions-focused, always thinking about how to make things better.
- Confident using technology and quick to pick up new tools.
- A team player who leads with kindness and genuinely cares about doing meaningful work.
- No prior probate, sales or financial experience needed - just the right attitude and a willingness to learn.
Skills
- Sales
- Customer Service
- Empathy
- Communication
- Problem-solving
- Technology proficiency
Location
- Work from anywhere in the world for up to 4 weeks per year
Work Type
- Full-time
- Hybrid
Experience Level
- Graduate
- Entry-level
Education Level
- Graduate
Salary/Compensations
- Competitive salary and commission structure
Benefits
- Octopus share incentive scheme
- 27 days holiday + extra day off for your Birthday
- Work from anywhere in the world for up to 4 weeks per year
- 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: support for employees to become entrepreneurs
- Dog friendly office
- Breakfast every day
- Snacks
- Wellness activities
About the Company
- Octopus Legacy is the place to plan for death and find support after loss. We transform cold processes like wills, life insurance, and funerals into more human experiences, allowing people to share more than money, like voice notes, music, and recipes, to shape a legacy that connects them. Founded by Sam after his mum's sudden death, the company is driven by personal experience and a mission to make death a topic of open conversation, fostering a world where legacy is understood. We aim to prevent the mess, legal fees, and frustration that death can cause, instead helping it to make people stronger.
Equal Opportunity
- Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.