Consultative Sales Pro - Path to Private Client Solicitor

Octopus Legacy Limited; Greater London; Hybrid; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Flexible holiday

Vitality Health & Life Insurance

Enhanced parental leave

Free Will & LPAs + discounts on Octpus

Cycle to Work Scheme

EV Salary Sacrifice Scheme

Octopus Giving: charity matching up to

Job summary

Octopus Legacy Limited is seeking a Sales Consultant to guide clients through important decisions via video calls, building rapport and explaining available services with care. The role blends consultative selling with clear performance targets and a pathway toward estate planning or private client law.

You will nurture client relationships, manage a pipeline, and collaborate with internal teams to ensure a smooth journey from inquiry to outcome.

Qualifications

• 3-5 years of sales experience.
• Career changers welcome to a consultative sales path.
• Background in customer-facing or regulated roles is valuable.

Responsibilities

• Conduct structured consultations with clients via video call.
• Understand client needs and recommend suitable solutions.
• Clearly explain services and guide clients through the process.
• Manage your sales pipeline and maintain accurate records of interactions.
• Collaborate with internal teams to ensure a smooth client journey.
• Deliver aftercare and maintain strong client relationships.

Skills

Sales experience

Consultative selling

Customer focus

Communication

Job description

Octopus Legacy Limited is seeking a Sales Consultant to guide clients through important decisions via video calls, building rapport and explaining available services with care. The role blends consultative selling with clear performance targets and a pathway toward estate planning or private client law.

You will nurture client relationships, manage a pipeline, and collaborate with internal teams to ensure a smooth journey from inquiry to outcome.