Probate Sales Consultant

About the role

As a Probate Sales Consultant at Octopus Legacy, you'll guide people through one of the hardest moments of their lives - and help them feel calm, supported and confident about the practical steps that follow a death. This is a sales and customer service role at heart. You'll 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 blend empathy with commercial awareness: supporting people through grief while guiding them to the right decision and hitting your targets. You don't need prior probate experience. If you've got a background in sales or customer service and the empathy to handle sensitive conversations, we'll teach you everything you need to know about probate. We want to be honest - it won't 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. You'll sometimes deal with complexity, high emotion, and situations where you're holding space for someone who really needs support. 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, high-ownership environment - this role can be incredibly rewarding. You'll have the freedom to be human - no rigid scripts, no robotic call targets. With the right tools, trust, and training, you'll take full ownership of the customer journey and spot opportunities to add value. At Octopus Legacy, how we work matters as much as what we do. As part of our founding probate sales team, you'll join at a pivotal time - helping us scale, shape the way we work, and deliver the best possible experience for our customers. Our values are simple: Customer-First. Work hard. Stay optimistic.

Responsibilities

• 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, explain options clearly, and help customers make a confident, informed decision.
• Own the customer journey end-to-end - from the first enquiry through the probate quote to instructing the service - ensuring a seamless experience.
• Hit and exceed personal and team sales targets for engagement, conversion, and customer satisfaction, while always keeping support quality first.
• Keep accurate and confidential customer records.
• Share insights and ideas to improve processes, resources, and the overall customer experience.
• Collaborate across teams to drive efficiency and elevate service.
• Bring energy, initiative, and a problem-solving mindset to help the team grow and succeed.
• Who Are You?
• A compassionate communicator who builds trust easily - especially when conversations are tough.
• A background in sales, customer service, or another advisory or target-driven role - no prior probate experience needed, as we'll train you.
• Target-driven and commercially aware, with a genuine desire to help customers choose what's right for them.
• Resilient and adaptable, with an ability 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 CRM tools and technology.
• A team player who leads with kindness and genuinely cares about doing meaningful work.
• 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, every day and at every step of your journey.
• A fast-growing business with room to learn, grow and influence change.
• Plenty of opportunities to learn, develop your skills and make a real impact.
• Competitive commission structure, great benefits and opportunities to progress.
• Our Mission
• Octopus

Additional Information

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?

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