Remote Estate-Planning Success Specialist

Octopus Legacy Limited; Greater London; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive commission structure

Work from anywhere in the world for up

Vitality Health & Life Insurance

Job summary

Octopus Legacy Limited is seeking a Customer Success Specialist to guide clients through meaningful life decisions with empathy and clarity. You will be the trusted voice from the first contact to final documentation, blending warmth with commercial awareness.

In this fast-paced role, you’ll own the customer journey end-to-end, identify opportunities to add value, and collaborate with teams to improve processes.

Qualifications

• Experience in sales, customer service, estate planning or other advisory roles.
• Ability to manage multiple priorities and stay organized.
• Confident using CRM tools and technology.

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.

Job description

Octopus Legacy Limited is seeking a Customer Success Specialist to guide clients through meaningful life decisions with empathy and clarity. You will be the trusted voice from the first contact to final documentation, blending warmth with commercial awareness.

In this fast-paced role, you’ll own the customer journey end-to-end, identify opportunities to add value, and collaborate with teams to improve processes.