[Hiring] Senior Sales Executive @Octopus Legacy

Role Description

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.
• 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.

Qualifications

• Strong academic background - a degree or equivalent.
• Proven track record in face-to-face, field-based sales, with consistent results against target.
• Experience selling considered, high-value products or services, where clients take time to decide and trust is everything.
• Polished, credible and comfortable in any client's home.
• Excellent communicators, with strong emotional intelligence.
• Motivated by targets and by doing right by the client - and know the two go together.
• Confident having sensitive conversations about family, money and death.
• Self-motivated and organised, comfortable working independently in the field.
• Resilient, with the ability to stay calm and warm when conversations get emotional.
• Happy driving within their local area for home appointments.
• (Bonus but not required) Some knowledge of wills, trusts or LPAs.

Requirements

• 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.

Benefits

• Competitive base salary plus commission.
• Octopus share incentive scheme.
• Flexible holiday + an extra day off for your birthday.
• 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.