The Company

Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something.

We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.

The Role

We've built a growing network of partners across IFA networks, employers, charities and financial platforms, and it's scaling fast. Now we need someone to make sure those partners are engaged, activated and getting real value from working with us.

This isn't a traditional support role. You'll be out meeting partners, building relationships face to face and making sure Octopus Legacy is front of mind. Some of that is picking up the phone. Some of it is visiting firms, running them through the product and showing them how it fits into what they already do. You'll also be one of the closest people we have to the end user, which means your insight directly shapes what we build next. If something isn't working, or a partner is asking for something we don't have yet, that feeds straight back into product and tech.

We're at the stage where the people who join now get to define how this function works. You'll be managing a high volume of accounts and that number is only going up. As we scale towards thousands of partners across the network, you'll help build the playbook for what great account management looks like here.

What You'll Do

• Nurture partner relationships. You're their go-to at Octopus Legacy. Know the network, understand their businesses and be a key point of contact for anything they need.
• Drive engagement and adoption. Walk partners through the product, remove blockers and get them using the service properly.
• Manage onboarding at volume, making the experience as smooth and low-friction as possible.
• Spot opportunities to grow each account. Identify which partners could be doing more with us and build the case for them to expand.
• Spot what's not working and feed it back. Your insight into what partners need will directly influence the product roadmap.
• Build a system that scales. Today, much of this sits in senior leadership's heads. You'll build the cadence, structure and tooling that lets us manage our partner network properly, and grow it from there.

Who You Are

• Experience in account management, customer success or relationship management, ideally with partners, advisers, brokers or intermediaries.
• Experience in financial services is a strong plus, but not essential if you can show genuine commercial fluency.
• A natural on the phone and in person. You build trust quickly and people enjoy working with you.
• Naturally curious. You dig into how a partner's business actually runs. You understand their customers, their pain points and where we fit.
• Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
• Organised. You can manage a high volume of accounts without things slipping.
• Proactive. You don't wait to be told something's wrong. You spot it and act.
• You don't need managing. You set your own pace, build your own structure and get on with it.
• Comfortable without a playbook. We're building this function from scratch and need someone who's energised by that, not put off.
• Genuinely interested in tech and product. You want to understand how the platform works, not just talk about it.
• Happy to travel to partner sites. This role has real variety.
• You actually care about this. You can talk about death and bereavement without flinching, because you get why it matters.

Benefits

• Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week. 
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your birthday.
• Life insurance, Health insurance, Will & LPAs.
• Octopus share incentive scheme.
• 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.

If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application.

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.

The Company

Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something.

We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.

The Role

We’re growing a high-impact enterprise sales engine. You'll own the full cycle from pipeline to close, building and converting strategic partnerships within your distribution channel. Some are brand new channels - with real opportunity to shape the product and go-to-market strategy. Others are established channels, with the focus being depth and scale. If you have an interest in a particular space, let us know! 

You’ll work closely with the CEO and Head of New Business, and have genuine influence over how we grow our market share and help our prospective partners reimagine how they plan for death. You'll own the deal from start to finish - you'll need the outbound hunger to go and find opportunities, and the relationship tact and commercial polish to close. The balance of those two things will depend on your channel — we're hiring across both ends of that spectrum.

You'll be selling with the Octopus Group name behind you. One of the UK's most recognised and trusted brands, with over 7 million customers and a reputation that opens doors before you've said a word. We have the product, the backing and the market timing. We need the person who can go and close it. Octopus already has deep relationships with thousands of financial partners, employers and charities across the UK. This role gets to leverage that network to scale our proposition. 

Few sales roles give you this combination: a brand that opens doors, a product people genuinely care about, enough white space to make the role your own, and a clear path into a senior commercial role as we scale. If you want to build, not inherit, this is it.

What You'll Do

• Leverage existing relationships across the Octopus Group to open doors faster.
• Map your channel and build a targeted pipeline. Whether that's employer networks, IFA platforms, charities or financial institutions, you'll identify the right partners and convert them into long-term relationships that scale.
• Get us known. Whether that's speaking at industry events, doing outbound reach, hosting roundtables or simply being visible in your market. People know Octopus. This is a hunting role and about showcasing the breadth of what we can now offer.
• Run deals end-to-end. From the first conversation to a signed contract, you'll navigate organisations with multiple stakeholders, run demos, align commercial terms and get ink on paper.
• Build partner-specific business cases that show how our platform adds real value to their customers.
• Grow senior relationships within your channel. The kind of conversations where partnerships are shaped, not just sold.

Who You Are

• 2 - 4 + years of experience in a sales role, we’re open to scoping this role up and relevant backgrounds like recruitment, relationship management, brokers etc. 
• Experience selling into financial services, IFAs, brokers or intermediaries is a strong plus, but not essential.
• Comfortable on the phone and in the demo. You enjoy outbound work, you're confident running a structured demo, and you can adapt your style to whoever's in the room.
• Naturally curious. You dig into how a partner's business actually runs before the demo. You understand their clients, their pain points and where we fit.
• Direct. With prospects, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
• You don't need managing. You set your own pace, build your own structure and get on with it.
• Comfortable without a playbook. You can take a rough proposition and figure out how to make it land - you've either done it before or you've been itching to.
• You actually care about this. You can explain why bereavement support and estate planning matter - and make IFAs care too, because we do.
• You understand what it means to operate in FCA-regulated environments, Consumer Duty, and you take that seriously.

   Benefits

• Flexible working: 3 days in the office (London Bridge), up to 2 days remote
• Work from anywhere in the world for up to 4 weeks per year
• An extra holiday day for your birthday
• Life insurance, Health insurance, Will & LPAs
• Octopus share incentive scheme
• 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

If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application.

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.

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.

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 Customer Success Specialist at Octopus Legacy (internally known as ‘Legacy Specialist’), you’ll guide people through some of the most meaningful decisions of their lives - and help them feel calm, confident and supported at every step.

You’ll be the first voice our customers hear, the trusted advisor who explains their options clearly, and the problem-solver who ensures everything runs smoothly from the very first conversation to the final document. You’ll blend empathy with commercial awareness: supporting people during emotional moments while helping them choose the services that genuinely meet their needs.

We want to be honest -  it won’t be easy. You’ll be speaking to people at difficult and emotional moments in their lives, often when they need guidance and reassurance the most. You’ll sometimes deal with complexity, high emotion, and situations where you’re holding space for someone who really needs support.

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, high-ownership environment - this role can be incredibly rewarding.

You’ll have the freedom to be human - no scripts, no robotic call targets. With the right tools, trust, and training, you’ll take full ownership of the customer journey and spot opportunities to add value.

At Octopus Legacy, how we work matters as much as what we do. As part of our founding Customer Success team, you’ll join at a pivotal time - helping us scale, shape the way we work, and deliver the best possible experience for our customers.

Our values are simple: Customer-First. Work hard. Stay optimistic.

Key Responsibilities:

• Be the first point of contact for customers via phone, email, and chat - guiding them with clarity, warmth, and confidence.
• Understand customer needs and recommend the right estate planning products and services.
• Lead consultations, explain options clearly, and help customers make informed decisions.
• Own the customer journey end-to-end - from initial enquiry to booking and document delivery - ensuring a seamless experience.
• Hit and exceed personal and team targets for engagement, conversion, and customer satisfaction.
• Keep accurate and confidential customer records.
• Share insights and ideas to improve processes, resources, 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 - especially when conversations are tough.
• Experience in sales, customer service, estate planning or other advisory roles.
• Target-driven and commercially aware, with a desire to help customers choose what’s right for them.
• 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, always thinking about how to make things better.
• Confident using CRM tools and technology.
• A team player who leads with kindness and genuinely cares about doing meaningful work.

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.
• Plenty of opportunities to learn, develop your skills and make a real impact.
• 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. 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.

The Company

We’re Octopus Legacy: one of the fastest-growing tech companies in the country, and part of the UK’s most exciting and best trusted group. 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 individuals and organisations prepare for, and find support after, death.

But we can’t do it alone. That’s why we’re building a team of self-starters, problem-solvers and people who bring energy to everything they do.

Ready to be part of something big?

The Role

As a Strategic Partnerships Manager - Charity at Octopus Legacy you’ll take ownership of one of our most important growth areas: building and scaling partnerships with UK charities to deliver our legacy and will writing services.

You’ll be responsible for:

• Signing new charity partners
• Growing legacy service adoption
• Positioning Octopus Legacy as the leading partner for Free Will Services and legacy growth
• Building a strong pipeline of prospects
• Developing existing relationships with senior stakeholders (Heads of Legacy, Fundraising Directors)
• Close high value, long term partnerships
• Translating our product offering into clear ROI and impact for charities
• Navigating complex decision making processes within organisations

You’ll sit within a broader partnerships function but will have significant autonomy to define:

• Your target segments
• Your approach to market
• How we win and grow in the charity space

If you thrive in ambiguity, enjoy consultative selling, and want to build something meaningful at scale, this role is for you.

Key Responsibilities

New Business & Revenue Growth

• Own and deliver against ambitious targets for signing new charity partners
• Build and manage a strong pipeline of opportunities across the charity sector
• Lead end to end sales cycles, from outreach through to contract signature
• Develop tailored proposals aligned to each charity’s legacy strategy
• Drive consistent, high-quality deal conversion

Market Development & Strategy

• Identify priority segments and opportunities within the charity landscape
• Refine messaging, positioning and go to market approach
• Gather feedback from the market to inform product and proposition development
• Stay close to sector trends (legacy giving, fundraising, regulation)

Cross-functional Collaboration

• Work closely with:
• Account management (for smooth handover and partner success)
• Marketing (campaigns, case studies, collateral)
• Product (feedback on charity and supporter needs)
• Help shape how we deliver and scale our charity proposition

Pipeline & Performance Management

• Maintain accurate pipeline tracking using CRM systems
• Forecast revenue and track performance against targets
• Use data to continuously improve conversion and sales effectiveness

Who Are You?

• A high ownership operator - you take initiative and build momentum without waiting to be asked
• Proven experience in:
• B2B sales, partnerships or business development
• Experience selling into charities or adjacent sectors desirable but not essential
• Strong consultative sales skills and comfortable with longer, relationship led sales cycles
• Confident engaging senior stakeholders and influencing decisions
• Commercially driven, with a track record of hitting or exceeding targets
• Highly organised, able to manage multiple complex deals simultaneously
• A strong communicator who can simplify complex ideas and build trust quickly
• Curious about the charity sector and motivated by purpose driven work
• Comfortable using CRM tools and managing a structured pipeline
• Proactive, resilient and motivated by building something from the ground up

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

• Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week. 
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your birthday.
• Life insurance, Health insurance, Will & LPAs.
• Octopus share incentive scheme.
• 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.

The Company
Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something. 

We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.

The Role
This is a senior, high-impact enterprise sales role. You'll own the full cycle from pipeline to close, building and converting strategic partnerships with insurers, banks, adviser networks and financial institutions across the UK.You'll report into the CEO on key deals, and have real influence over how we expand our market share. If you're a high-performing sales professional looking for a genuine opportunity to build something, rather than maintain a territory someone else built, this is it.

You'll be selling with the Octopus Group name behind you. One of the UK's most recognised and trusted brands, with over 7 million customers and a reputation that opens doors before you've said a word. We have the product, the backing and the market timing. We need the person who can go and close it. Octopus already has deep relationships with thousands of financial partners across the UK. This role gets to leverage that network to scale our proposition across UK financial services - and beyond.

What You'll Do

• Map the UK financial services landscape and build a targeted pipeline across insurers, banks, adviser networks and wealth managers - then convert them into long-term partnerships that scale.
• Leverage existing relationships across the Octopus Group to open doors faster - then convert them into long-term partnerships that scale
• Get us known. People already know Octopus -  this is about showcasing the breadth of services we can offer. Whether that's speaking at industry events, hosting roundtables or simply being visible across UK wealth, insurance and banking circles.
• Run deals end-to-end. From the first conversation to a signed contract, you'll navigate complex organisations with multiple stakeholders, align commercial terms, and get ink on paper.
• Make the numbers do the talking. Build partner-specific business cases showing how our platform drives wealth retention, improves customer experience and supports Consumer Duty obligations.
• Grow senior relationships across the sector. You'll be in rooms with heads of distribution, chief customer officers and board members - the kind of conversations where partnerships are shaped, not just sold.

Who You Are

• 7+ years selling into UK financial services at an enterprise level. You've closed complex, multi-stakeholder deals with insurers, banks or wealth managers and you have the relationships to show for it.
• You know how these organisations work from the inside - the politics, the buying committees, the commercial pressures. You understand what makes a head of distribution say yes.
• Naturally curious. You dig into how a partner's business actually runs before you walk in the room. You understand their customers, their pain points and where we fit. 
• Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
• You don't need managing. You set your own pace, build your own structure and get on with it.
• Comfortable without a playbook. You've either built a market before or you've been itching to.
• Long sales cycles, shifting stakeholders and incomplete information don't throw you off. You stay focused on the outcome.
• You actually care about this. You can explain why bereavement support matters to a room of sceptical executives and make them care too - because we do. 
• You understand what it means to sell into FCA-regulated environments, consumer duty, and you take that seriously.

Benefits:

• Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week. 
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your birthday.
• Life insurance, Health insurance, Will & LPAs.
• Octopus share incentive scheme.
• 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.

If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application.

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.

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?

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.

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:

• 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.