Senior Sales Executive

Location:

Field-based (home and virtual appointments)

Commitment:
Perm, full-time

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?

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.

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.

• 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

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 -…