Probate Sales Consultant

The Company

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 transform a long-established industry and help our customers prepare for, and find support after, death.

The Role

As a Probate Sales Consultant at Octopus Legacy, you'll guide people through one of the hardest moments of their lives - helping them feel calm, supported, and confident about the practical steps that follow a death. This is a sales and customer service role at heart. You'll be the first voice our customers hear after a bereavement, explaining how we can take the weight of probate and estate administration off their shoulders, and helping them choose the service that's genuinely right for them.

You don't need prior probate experience. If you've got a background in sales or customer service and the empathy to handle sensitive conversations, we'll teach you everything you need to know about probate. It won't be easy; you'll be speaking to people at the most difficult and emotional moments in their lives. It takes resilience, calm under pressure, and the ability to stay warm and clear even when conversations are tough.

Key Responsibilities

• 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.
• Lead consultations and quote calls, explain options clearly, and help customers make informed decisions.
• Own the customer journey end-to-end, ensuring a seamless experience.
• Hit and exceed personal and team sales targets while keeping support quality first.
• Keep accurate and confidential customer records.
• Share insights and ideas to improve processes and the overall customer experience.
• Collaborate across teams to drive efficiency and elevate service.
• Bring energy, initiative, and a problem-solving mindset to help the team grow and succeed.

Who Are You?

• A compassionate communicator who builds trust easily.
• A background in sales, customer service, or another advisory or target-driven role.
• Target-driven and commercially aware, with a genuine desire to help customers.
• Resilient and adaptable, with an ability to stay calm in high-pressure situations.
• Organised, attentive to detail, and comfortable managing multiple priorities.
• Proactive and solutions-focused.
• Confident using CRM tools and technology.
• A team player who leads with kindness.

Why You'll Love It Here

• You'll be trusted to do what's right, supported to grow, and encouraged to share your ideas.
• You'll be part of a supportive team that puts customers first.
• A fast-growing business with room to learn, grow, and influence change.
• Competitive commission structure, great benefits, and opportunities to progress.

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. We aim to turn cold processes into something more human, helping people talk openly about death and understand the real meaning of legacy.

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 and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500.
• Dog friendly office.
• Breakfast every day, snacks, and wellness activities.

We are committed to creating an inclusive environment and are proud to be an equal opportunity employer.