Senior Estate Planning Executive — Home & Virtual Appointments

Octopus Legacy; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Octopus Legacy, a fast-growing UK tech company transforming estate planning, is seeking a Senior Sales Executive to help families plan for life’s milestones through home and virtual appointments.

You will explain wills, trusts, and powers of attorney clearly, recommend the right products, and hit targets with trust and empathy as all leads are booked for you.

The role is remote, nationwide in the US market, offering the chance to scale with a dynamic team.

Qualifications

• You have a proven track record in field-based sales with a high-performance company.
• You are polished, credible, and an excellent communicator with strong emotional intelligence.
• You are self-motivated, resilient, and comfortable with sensitive conversations about death and family.

Responsibilities

• Sell estate planning products to families via home and virtual appointments.
• Explain wills, trusts and powers of attorney in plain terms and recommend suitable options.
• Meet targets with a trust-based approach as all leads are booked for you.

Skills

Field-based sales

Emotional intelligence

Excellent communicator

Self-motivated

Resilient

Job description

Octopus Legacy, a fast-growing UK tech company transforming estate planning, is seeking a Senior Sales Executive to help families plan for life’s milestones through home and virtual appointments.

You will explain wills, trusts, and powers of attorney clearly, recommend the right products, and hit targets with trust and empathy as all leads are booked for you.

The role is remote, nationwide in the US market, offering the chance to scale with a dynamic team.