Probate Sales Consultant

Octopus Legacy

The Role As a Graduate Sales Associate at Octopus Legacy, you'll begin your career guiding people through one of the hardest moments of their lives - and 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, and the perfect launchpad for an ambitious graduate. You'll learn how to be the first voice our customers hear after a bereavement, the trusted person who explains how we can take the weight of probate and estate administration off their shoulders, and the problem-solver who helps them choose the service that's genuinely right for them. You'll develop the ability to blend empathy with commercial awareness: supporting people through grief while guiding them to the right decision and working towards your targets. You don't need any prior experience. If you've got the drive to build a career in sales and the empathy to handle sensitive conversations, we'll teach you everything else - including everything you need to know about probate. We want to be honest - it won't always be easy. You'll be speaking to people at the most difficult and emotional moments in their lives, often when they need guidance and reassurance the most. It takes resilience, calm under pressure, and the ability to stay warm and clear even when conversations are tough. But if you're someone who finds purpose in helping people when it matters most - and you thrive in a fast-paced, target-driven environment - this role can be an incredibly rewarding place to start. From day one you'll be given real ownership, proper training, and the freedom to be human - no rigid scripts, no robotic call targets. As part of our founding probate sales team, you'll join at a pivotal time, with genuine room to grow into more senior roles as you develop. Our values are simple: Customer-First. Work hard. Stay optimistic. What You'll Do * 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. Who Are You? * 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. Why You'll Love It Here We're part of a group that believes work should mean something. You'll be trusted to do what's right, supported to grow, and encouraged to share your ideas and shape the way we work. You'll be part of a team you can truly count on, colleagues who support each other and always put customers first. A fast-growing business with genuine room to learn, grow and progress your career. Competitive salary and commission structure, great benefits, and clear opportunities to advance. Our Mission Octopus Legacy is the place to plan for death and find support after loss. 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, leaving 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. We're here to make that world happen. 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. * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. * Dog friendly office. * Breakfast every day, snacks and wellness activities. 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.

Octopus Legacy

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 (you may have heard of some of our sister companies… 🐙) and we have a mission. We’re on a path 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. But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us. Ready to be part of something big? THE ROLE As a Sales Development Representative (SDR) at Octopus Legacy, you’ll be the engine behind our growth. This is a fully outbound, phone-based role – your job is to pick up the phone, open doors, and book meetings that move the business forward. You’ll work on a rolling set of outbound projects across the business – from partnerships and B2B distribution to new product launches and other commercial initiatives as they come up. No two weeks look quite the same. We want to be honest – outbound is hard. You’ll hear “not interested” a lot, and the wins come to people who stay consistent when it’s uncomfortable. But if you get energy from the phone, love a target, and want to learn B2B sales from the ground up - this role can be seriously rewarding. At Octopus Legacy, how we work matters as much as what we do. As one of our founding SDRs, you’ll join at a pivotal time and help shape the outbound playbook from day one. KEY RESPONSIBILITIES: * Make high-volume outbound calls to book qualified meetings for the commercial team. * Pick up outbound projects across the business as they come up (partnerships, B2B distribution, new launches and other commercial initiatives). * Hit and exceed weekly targets for calls, conversations and meetings booked. * Keep the CRM clean and accurate after every call. WHO ARE YOU? * A natural starter of conversations - comfortable picking up the phone to a stranger and making them glad you did. * Some experience in outbound sales, SDR/BDR, business development, recruitment, or another target-driven role is a plus - but attitude and work ethic matter more than years on a CV. * Commercially sharp and target-driven, with genuine hunger to hit and exceed numbers. * Resilient and consistent – you can take a “no” on call 20 and still bring energy to call 21. * Organised and methodical, with the discipline to plan your week, work your lists and keep activity high. * Curious and commercially minded – you enjoy understanding how different businesses make money and where we can add value. * Confident using CRM tools (HubSpot, Salesforce or similar) and outbound tech. * A team player who shares what’s working, learns fast, and celebrates other people’s wins. * (Bonus, not required) Exposure to legal services, financial services, wills/probate, funeral or bereavement sectors, or B2B partnerships. WHY YOU’LL LOVE IT HERE * We’re part of a group that believes work should mean something. You’ll be trusted to do what’s right, supported to grow, and encouraged to share your ideas and shape the way we work. * You’ll be part of a team you can truly count on – colleagues who support each other and always put customers first, every day and at every step of your journey. * A fast-growing business with room to learn, grow and influence change. * Clear progression paths into Account Executive, Partnerships and wider commercial roles. * Competitive base salary + commission, great benefits and opportunities to progress. OUR MISSION Octopus Legacy is the place to plan for death and find support after loss. 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, leaving 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. * 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. * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. * Dog friendly office. * Breakfast every day, snacks and wellness activities. 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.

Octopus Legacy

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, and we have a mission. We're on a path 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 can't do it alone, and that's why we're assembling a team of top performers to build with us. Ready to be part of something big? THE ROLE Our Customer Success team are the single point of contact for customers after a death, guiding them from the very first bereavement call through to the administration of the estate. We're standing this team up now, ahead of the technology build, and we need someone to run it and shape it. As the Customer Success Manager, you'll own the day-to-day running, performance and development of our founding customer success team. You'll bring people together from across New Business and our bereavement support line into one team, make sure they're set up to give customers an exceptional experience while hitting their targets, split work sensibly across the day, coach people to do their best, and keep the team motivated through a period of real change and growth. The Customer Success model is new and still being shaped: the journey, the touchpoints, the targets, and the software around it. There will be ambiguity and a lot of moving parts. Your job is to thrive in that, bringing operational structure, calm and momentum, and helping your team feel supported and reassured as we shape the role and its tooling together. KEY RESPONSIBILITIES * Stand up and run the team: bring the probate sales and our bereavement support line together into one customer success team, and own its day-to-day, splitting work sensibly across the bereavement call, concierge, the probate quote, onboarding and executor support, and adjusting as priorities shift through the day. * Build the structure and ways of working: design the processes, playbooks and rotas for a role that is still being shaped, and keep them evolving as we learn what works. * Own performance against targets: ensure the team consistently hits KPIs across our operational excellence, customer experience and estate administration targets, keeping support-quality measures separate from conversion, spotting trends early and acting on them. * Coach and develop: run regular 1-1s that build trust and give honest feedback, set lower performers clear and supportive plans to improve, and stretch everyone to do their best work in line with our values. * Help us hire and scale: build the team ahead of the climb in volumes, playing an active role in bringing new hires in, from interviewing through to selection and onboarding. * Shape the software around the role: work with Tech and Product on the apps we are bringing into Ollie now, and on the unified CRM that will let the team take the journey end-to-end, feeding in the features your team needs most. WHO ARE YOU? * Deeply empathetic: you never lose sight of the person behind the case, and you build a team that holds that same care for every grieving customer. * An experienced people leader who has run, coached and grown a team, ideally in customer success, sales, advisory or a similarly fast-paced environment. * An operator at heart who thrives in ambiguity and chaos, and instinctively brings structure, process and momentum where there isn't yet any. * Someone who gets the best out of others: motivating high performers and patiently lifting those who are finding it harder. * Comfortable with numbers and targets, able to read team performance data and turn it into action. * Calm and clear under pressure, especially when conversations, with grieving customers or your team, are tough or emotional. * Organised and decisive, able to juggle competing priorities and make quick calls on workload and cover. * Commercially aware, with a genuine instinct for what's right for the customer. * Comfortable building in the open: happy to shape a role and its tooling as you go, and to change course as we learn. * A team player who leads with kindness and genuinely cares about doing meaningful work. What success looks like * One advisor per customer. The single-point-of-contact model holds - customers no longer get passed between people across their journey. * Top-of-business service quality: Develop a team with clear targets including CSAT 4.9+, complaints under 1%, 90% first-contact resolution and the personalised plan delivered within 2 hours of the call. * Launching a new team: This role requires an individual to launch a completely new team which will in turn transform the way estate administration is dealt with across the UK. Think setting up new processes, defining structure and reporting directly to the senior team. * Scales without quality dropping: developing team onboarding plans and structured growth programmes to ensure the team scales at a rapid pace while maintaining quality * Launching a CRM: We're currently building our own CRM. This role requires close work with both the tech and operation teams to ensure the smooth launch while continually identifying areas to improve this. * Bringing AI to the forefront: We're an AI Led tech business. Successful use of AI will be a key part of within this role, helping us scale quicker and deliver a better customer experience WHY YOU'LL LOVE IT HERE * As a customer-first company, the customer success team is our most critical function for meeting our growth goals, so the work you and your team do sits right at the heart of the business. * We're part of a group that believes work should mean something. You'll be trusted to do what's right, supported to grow, and encouraged to shape the way we work. * You'll be part of a team you can truly count on, colleagues who support each other and put customers first, every day. * You'll be building something from the ground up, helping define what great leadership looks like in our founding customer success team. * A fast-growing business with real room to learn, grow and influence change. * Competitive package, great benefits and clear opportunities to progress. OUR MISSION Octopus Legacy is the place to plan for death and find support after loss. 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, letting people share more than money: voice notes, music, recipes. A legacy that connects them while they're here, and after they'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. 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. * 27 days holiday + an 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 you do up to £500. * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. * Dog-friendly office, breakfast every day, snacks and wellness activities. We know that to be truly innovative we need a diverse team around us. That's why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.