Sales Associate

The Role

As a Graduate Sales Associate at Octopus Legacy, you'll begin your career guiding people through one of the hardest moments of their lives - and helping them feel calm, supported and confident about the practical steps that follow a death.

This is a sales and customer service role at heart, and the perfect launchpad for an ambitious graduate. You'll learn how to be the first voice our customers hear after a bereavement, the trusted person who explains how we can take the weight of probate and estate administration off their shoulders, and the problem-solver who helps them choose the service that's genuinely right for them. You'll develop the ability to blend empathy with commercial awareness: supporting people through grief while guiding them to the right decision and working towards your targets.

You don't need any prior experience. If you've got the drive to build a career in sales and the empathy to handle sensitive conversations, we'll teach you everything else - including everything you need to know about probate.

We want to be honest - it won't always be easy. You'll be speaking to people at the most difficult and emotional moments in their lives, often when they need guidance and reassurance the most. It takes resilience, calm under pressure, and the ability to stay warm and clear even when conversations are tough. But if you're someone who finds purpose in helping people when it matters most - and you thrive in a fast-paced, target-driven environment - this role can be an incredibly rewarding place to start.

From day one you'll be given real ownership, proper training, and the freedom to be human - no rigid scripts, no robotic call targets. As part of our founding probate sales team, you'll join at a pivotal time, with genuine room to grow into more senior roles as you develop.

Our values are simple: Customer-First. Work hard. Stay optimistic.

What You'll Do

• Learn to be the first point of contact for customers after a death via phone, email, and chat — guiding them with clarity, warmth, and confidence.
• Understand each customer's situation and recommend the right probate and estate administration services for what they're going through.
• Lead consultations and quote calls (with full training and support), explain options clearly, and help customers make a confident, informed decision.
• Support the customer journey from first enquiry through to instructing the service, ensuring a seamless experience.
• Work towards personal and team sales targets for engagement, conversion, and customer satisfaction, while always keeping support quality first.
• Keep accurate and confidential customer records.
• Share fresh ideas to improve processes, resources, and the overall customer experience.
• Collaborate across teams and bring energy, initiative, and a problem-solving mindset.

Who Are You?

• A recent graduate (or early-career candidate) eager to build a career in sales and customer success.
• A compassionate communicator who builds trust easily - especially when conversations are tough.
• Motivated by targets and commercially curious, with a genuine desire to help customers choose what's right for them.
• Resilient and adaptable, able to stay calm in high-pressure and emotional situations.
• Organised, attentive to detail, and comfortable managing multiple priorities.
• Proactive and solutions-focused, always thinking about how to make things better.
• Confident using technology and quick to pick up new tools.
• A team player who leads with kindness and genuinely cares about doing meaningful work.

No prior probate, sales or financial experience needed - just the right attitude and a willingness to learn.

Why You'll Love It Here

We're part of a group that believes work should mean something. You'll be trusted to do what's right, supported to grow, and encouraged to share your ideas and shape the way we work.

You'll be part of a team you can truly count on, colleagues who support each other and always put customers first.

A fast-growing business with genuine room to learn, grow and progress your career.

Competitive salary and commission structure, great benefits, and clear opportunities to advance.

Our Mission

Octopus Legacy is the place to plan for death and find support after loss. 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, leaving 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. We're here to make that world happen.

Benefits

• Octopus share incentive scheme.
• 27 days holiday + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance.
• Pension scheme.
• 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.
• Dog friendly office.
• Breakfast every day, snacks and wellness activities.

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.