Senior Sales Executive

Octopus Legacy; United Kingdom; Hybrid; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary + commission

Flexible holiday + extra day off for你的

Vitality Health & Life Insurance

Enhanced parental leave

Free Will & LPAs + discounts on Octo­�

Cycle to Work Scheme & EV Salary Sacr

Octopus Giving: charity fundraising up

Octopus Springboard: entrepreneurship

Job summary

Octopus Legacy is seeking a Senior Sales Executive to drive plans for wills, trusts, and lasting powers of attorney through home visits and online consultations. You will guide clients to suitable plans, built on trust, clarity, and responsive service, with support from a specialist legal team to ensure compliance and quality.

Expect structured onboarding, ongoing coaching, and a performance-driven environment where every conversation matters and client welfare comes first.

Qualifications

• Proven track record in face-to-face field-based sales with consistent results against target.
• Strong closers who can build trust with clients in the first five minutes.
• Experience selling high-value products or services, where client decisions take time and trust is essential.

Responsibilities

• Run consultations with clients at home or online, getting to know their family, their wishes and what worries them
• Attend appointments booked in for you by our team, making the most of every opportunity in your diary
• Explain wills, trusts and lasting powers of attorney in plain, jargon-free terms
• Recommend the right products and services for each client, and help them make an informed decision
• Follow up with the clients you've met, turning conversations into completed plans
• Hit and exceed your targets for conversion and customer satisfaction
• Keep accurate, confidential records, so every client's decisions are clearly documented
• Work closely with our legal team to make sure every plan meets the right standards
• Deliver great aftercare - answering questions and helping clients update their plans as life changes

Skills

Face-to-face sales

Closing skills

Client trust

Independent in field

Education

Degree or equivalent

Job description

Location: Field-based (home and virtual appointments)

Commitment: Perm, full-time

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?

Your next move, with more purpose

You don't need a background in law or estate planning to join us. We'll teach you everything you need to know about wills, trusts and lasting powers of attorney. What you do need is a proven track record in field sales: you've sold face-to-face, you've hit your numbers at a business with a high bar, and you know how to earn a client's trust in the first five minutes.

Maybe you've been a field sales executive or BDM at a well-known brand, and you're looking for work that means more. If you're the person clients trust to explain things clearly and do right by them, and you can close, we want to talk to you.

The Role

As a Senior Sales Executive, you'll help families plan for one of life's most important moments. Through home visits and virtual appointments, you'll take people through their options for wills, trusts and lasting powers of attorney, and help them choose the plan that's right for them.

You won't need to find your own leads. Every appointment is booked in for you by our team, with clients who've already asked to speak to us. No cold calling, no prospecting - your time goes on what you do best: sitting with clients and helping them get a plan in place.

This is a sales role, and you'll have targets. But it's never about pushing. Our best consultants win because clients trust them, understand what they're buying and feel genuinely looked after. You'll be the face of Octopus Legacy in our clients' homes, so presence, credibility and judgement matter as much as your close rate. You'll be rewarded for getting that right.

We want to be honest - it won't always be easy. You'll be talking to people about death, family and money, sometimes at difficult moments in their lives. It takes warmth, confidence and resilience. But if you want a role where every conversation counts, this is it.

What You'll Do

• Run consultations with clients at home or online, getting to know their family, their wishes and what worries them
• Attend appointments booked in for you by our team, making the most of every opportunity in your diary
• Explain wills, trusts and lasting powers of attorney in plain, jargon-free terms
• Recommend the right products and services for each client, and help them make an informed decision
• Follow up with the clients you've met, turning conversations into completed plans
• Hit and exceed your targets for conversion and customer satisfaction
• Keep accurate, confidential records, so every client's decisions are clearly documented
• Work closely with our legal team to make sure every plan meets the right standards
• Deliver great aftercare - answering questions and helping clients update their plans as life changes

Who You Are

This opportunity is ideal for:

• Experienced field sales executives or BDMs looking to bring their skills to a sector with real purpose
• People who've built their career at one or two well-known, respected businesses with a high bar for performance
• Strong closers who'd rather spend their time with clients than chasing leads
• Anyone who wants structured training in a new sector and a clear path to grow

We're looking for people who:

• Have a strong academic background - a degree or equivalent
• Have a proven track record in face-to-face, field-based sales, with consistent results against target
• Have sold considered, high-value products or services, where clients take time to decide and trust is everything
• Are polished, credible and comfortable in any client's home
• Are excellent communicators, with strong emotional intelligence
• Are motivated by targets and by doing right by the client - and know the two go together
• Are confident having sensitive conversations about family, money and death
• Are self-motivated and organised, comfortable working independently in the field
• Are resilient, with the ability to stay calm and warm when conversations get emotional
• Are happy driving within their local area for home appointments
• (Bonus but not required) Have some knowledge of wills, trusts or LPAs

Training and Support

You'll start with a structured training programme covering estate planning, our products and how we run a great consultation, building on the sales skills you already have. After that, you'll have ongoing coaching and support from our team and our legal experts, so you're never on your own.

Where Could This Role Take You?

Depending on your performance and interests, you could:

• Progress into a senior consultant role
• Move into coaching or leading a team of consultants
• Explore opportunities across our wider legal, sales or customer teams

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.

• Competitive base salary plus commission
• Flexible holiday + an 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
• 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.