At a Glance
- Tasks: Engage clients through video calls, guiding them in important decisions with care.
- Company: Join Octopus Legacy, a fast-growing tech company transforming the industry.
- Benefits: Flexible holiday, health insurance, discounts, and support for charitable fundraising.
- Other info: Full training provided with clear pathways for career progression.
- Why this job: Be part of a mission to change how people think about legacy and death.
- Qualifications: Customer-focused, confident communicators with strong interpersonal skills.
The predicted salary is between 30000 - 40000 £ per year.
We’re Octopus Legacy: 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, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death. We’re assembling a team of top performers to build with us.
We’re offering career changers the opportunity to begin a career in a client-focused sales role, with the potential to develop into specialist estate planning or private client legal pathways over time.
The Role
- As a Sales Consultant, you’ll speak with clients via video calls, guiding them through important decisions and helping them take action.
- You’ll build rapport, understand individual needs, and clearly explain available services, supporting clients through the process with confidence and care.
- This is a target-driven, client-facing role that combines consultative selling with meaningful conversations, ideal for individuals who enjoy helping people while working towards clear performance goals.
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
Who Are You?
This opportunity is ideal for:
- 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
We’re looking for people who are:
- 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
(Bonus but not required: experience in sales or knowledge of estate planning products such as wills or LPAs)
Where Could This Role Take You?
Depending on your performance and interests, you could:
- Progress into a Senior Sales or management role (Estate Planning)
- Be supported to train and qualify as a Private Client Solicitor
- Explore wider opportunities across our legal or commercial teams
We provide full training, ongoing support, and a clear pathway for progression.
Our Mission
When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you’re here. And after you’re gone. Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one. Death can come between us, leave mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.
Flexible holiday + extra day off for your Birthday. Vitality Health & Life Insurance. Enhanced parental leave. Free Will & LPAs + discounts on other Octopus services. Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. Octopus Giving: we match any charitable fundraising that you do up to £500.
We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.
Sales Consultant employer: Octopus Legacy
At Octopus Legacy, we pride ourselves on being an exceptional employer that values empathy and compassion in our work culture. Our Mobile Will & Estate Planning Consultants enjoy flexible working arrangements, comprehensive training, and opportunities for personal growth while making a meaningful impact in clients' lives across England. Join us to be part of a supportive team that prioritises your development and well-being as you help others navigate their estate planning needs.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Consultant
✨Tip Number 1
Get to know the company inside out! Research Octopus Legacy and its mission. When you understand what they stand for, you can tailor your conversations to show how you can contribute to their goals.
✨Tip Number 2
Practice your consultative selling skills! Role-play with friends or family to get comfortable guiding clients through important decisions. The more confident you are, the better you'll connect with potential clients.
✨Tip Number 3
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building relationships can give you insider tips and might even lead to referrals that help you land the job.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in being part of the Octopus Legacy team. Don’t miss out!
We think you need these skills to ace Sales Consultant
Some tips for your application 🫡
Be Yourself:When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for helping others and your interest in consultative sales.
Tailor Your Application:Make sure to customise your application to highlight how your skills and experiences align with the Sales Consultant role. Mention any customer-facing roles you've had and how they’ve prepared you for this opportunity with us.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, emphasise your communication skills in your application. Share examples of how you've successfully engaged with clients or resolved issues in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows that you’re serious about joining our team at Octopus Legacy!
How to prepare for a job interview at Octopus Legacy
✨Know Your Stuff
Before the interview, make sure you understand Octopus Legacy's mission and values. Familiarise yourself with their services and how they help clients navigate important decisions. This will show your genuine interest and help you connect with the interviewers.
✨Practice Your Pitch
As a Sales Consultant, you'll need to communicate clearly and effectively. Practice explaining complex ideas in simple terms. Role-play with a friend or family member to get comfortable with guiding someone through a consultation, just like you would with a client.
✨Showcase Your People Skills
Since this role is all about building rapport, be ready to demonstrate your interpersonal skills. Think of examples from your past experiences where you've successfully connected with customers or clients. Highlight your ability to listen and respond to their needs.
✨Be Ready for Questions
Prepare for common interview questions related to sales and customer service. Think about how you would handle objections or difficult conversations. Show that you're resilient and can maintain a positive attitude even when faced with challenges.
