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Act as the first point of contact for bereaved customers to guide them through probate and estate administration services. Lead consultations and manage the end-to-end customer journey to meet sales targets while maintaining high support quality.
Requires a background in sales or customer service with the ability to handle sensitive, emotional conversations with empathy and resilience. Must be target-driven, organized, and proficient in using CRM technology.
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?
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.
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, one that connects to them. We're here to make that world happen.
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.
The place to plan for death and find support after a loss. (Formerly known as Guardian Angel)
When most people think about planning for death and dealing with loss, they think about wills, lasting power of attorney forms, life insurance, probate. But underneath these cold processes is something much more human - the question of ‘What will you leave behind?’. It’s a chance to share more than just money: leave voice notes, playlists, recipes, and videos. Not something to be rushed, but to be added to as life changes. Co-created in conversation with friends and family.
Offices: 22 Southwark Street, London, England SE1 9HF, GB
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