At a Glance
- Tasks: Engage with clients via video calls, guiding them through important decisions.
- Company: Join Octopus Legacy, a fast-growing tech company transforming the industry.
- Benefits: Flexible holidays, health insurance, share incentives, and entrepreneurial support.
- Other info: Clear progression pathways to senior roles or legal qualifications.
- Why this job: Make a real impact while building a meaningful career in consultative sales.
- Qualifications: 3-5 years in sales or customer-facing roles; motivated by helping others.
The predicted salary is between 30000 - 36000 £ per year.
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 scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.
Ready to be part of something big? Start your career in Consultative Sales – with the opportunity to qualify as a Private Client Solicitor. 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.
London Bridge (Hybrid)
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.
- 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:
- 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
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)
- Transition into a specialist Estate Planning Consultant position
- 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.
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 and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
Octopus Giving: we match any charitable fundraising that you do up to £500.
Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
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: Octopuslegacy
At Octopuslegacy, we pride ourselves on being an exceptional employer, offering a dynamic and supportive work culture that fosters innovation in legal processes. Our Greater London location provides the perfect backdrop for meaningful client interactions, while our hybrid working model and flexible holiday options ensure a healthy work-life balance. With opportunities for professional growth and a share incentive scheme, we are committed to empowering our employees to thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Consultant
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sales Consultant at Octopuslegacy, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Octopuslegacy. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sales Consultant. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sales Consultant
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Octopuslegacy:When writing your cover letter, make sure to tailor your message specifically for Octopuslegacy. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Octopuslegacy
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Octopuslegacy that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Octopuslegacy that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Octopuslegacy’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
