Senior Estate Planning Associate (Sales)

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?

The Role

We’re looking for a Senior Estate Planning Associate to help shape and grow our Estate Planning Team. In this role you’ll lead, develop and inspire junior team members and ensure our customers leave any interaction feeling valued and cared for with jargon-free, tailored support. You will use your experience to balance this customer first approach with ensuring the team exceeds commercial expectations.

The successful candidate will play a pivotal role in helping to shape the future of estate planning delivery and relish the opportunity to work in a fast paced dynamic environment

Key Responsibilities:

• Exceed both your own targets and those of the team for customer engagement and conversion, while maintaining the highest standards of client service
• Support the development of internal resources, templates, and training documentation to ensure continuous improvement
• Conduct client meetings and calls to gather information, explain options, and advise on the most appropriate solutions
• Maintain deep industry knowledge, as well as relevant financial and legal topics, in order to effectively assist clients and answer their inquiries
• Ensure you and your team provide exceptional customer service to clients via phone, email, and other communication channels, while demonstrating empathy and understanding for their unique situations
• Support your team to handle high-value and complex cases 
• Maintain detailed and confidential customer records to ensure seamless service
• Gather and share customer feedback to help shape and improve our products and services.
• Collaborate with other teams to enhance the customer experience and set new standards in the death tech space

Who Are You?

• A track record of exceeding commercial goals in the estate planning industry
• A natural leader with the ability to inspire and motivate others
• Someone with extensive experience of dealing with more complicated or higher value estate planning services
• A clear and compassionate communicator, skilled in building trust and rapport
• A problem-solver who thrives in a fast-paced, detail-oriented environment
• A team player who’s always ready to go the extra mile
• Comfortable with customer support software, CRMs, and technology

Our Mission

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, leave 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, one that connects to them. We’re here to make that world happen.

Benefits:

• Octopus share incentive scheme.
• Flexible working: 3 days in the office (London Bridge).
• Flexible holiday policy + 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.