Sales Consultant

Octopus Legacy Limited; Greater London; On-site; 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

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.

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)
• 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.

• Flexible holiday + extra day off for your Birthday.
• Vitality Health & Life Insurance.
• 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.

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.

We’re tackling some of the biggest taboos surrounding death. Together, we can help to make some of the toughest times in people’s lives easier.