Entry-Level Probate Sales & Client Care Associate

Octopus Legacy Limited; Greater London; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

27 days holiday

Work from anywhere up to 4 weeks/yr

Health & Life Insurance

Enhanced parental leave

Will & LPAs discounts

Cycle to Work Scheme

EV Salary Sacrifice Scheme

Charity matching (Octopus Giving)

Entrepreneurship support (Springboard)

Dog-friendly office

Daily breakfast & snacks

Job summary

Octopus Legacy Limited is looking for a Graduate Sales Associate to guide customers after bereavement, offering clear, compassionate support and helping them choose the right probate and estate services. You’ll be the first voice customers hear and will learn how to blend empathy with commercial awareness while working toward targets.

No prior probate or sales experience is required; we’ll train you on all aspects, including probate knowledge.

Qualifications

• Recent graduate or early-career candidate eager to build a career in sales and customer success.
• 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.

Responsibilities

• 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.

Job description

Octopus Legacy Limited is looking for a Graduate Sales Associate to guide customers after bereavement, offering clear, compassionate support and helping them choose the right probate and estate services. You’ll be the first voice customers hear and will learn how to blend empathy with commercial awareness while working toward targets.

No prior probate or sales experience is required; we’ll train you on all aspects, including probate knowledge.