Octopus Legacy
Financial Services
ProbateSalesConsultant
“Probate Sales Consultant at Octopus Legacy. Skills: Sales, Customer service, Probate, Estate administration. Be first point of contact. Guide customers with clarity”
What You'll Achieve.
Hit sales targets; Exceed sales targets; Improve processes; Improve resources; Improve customer experience; Grow team; Succeed as team
Industry & Context.
Problem-solving mindset
What They're Looking For.
Must Have
Sales background, Customer service background, Advisory role background, Target-driven role background, Resilient, Adaptable, Calm in high-pressure situations, Organised, Attentive to detail, Comfortable managing multiple priorities, Proactive, Solutions-focused, Confident using CRM tools, Confident using technology
Nice to Have
Prior probate experience
What You'll Do.
Be first point of contact
Guide customers with clarity
Guide customers with warmth
Guide customers with confidence
Understand customer situation
Recommend probate services
Recommend estate administration services
Explain options clearly
Help customers make informed decision
Own customer journey end-to-end
Ensure seamless experience
Hit personal sales targets
Exceed personal sales targets
Hit team sales targets
Exceed team sales targets
Keep support quality first
Keep accurate customer records
Keep confidential customer records
Share insights to improve processes
Share ideas to improve processes
Share insights to improve resources
Share ideas to improve resources
Share insights to improve customer experience
Share ideas to improve customer experience
Collaborate across teams
Bring problem-solving mindset
How You'll Work.
Team & Collaboration
Collaborate across teams
Communication Scope
Sensitive conversations; Tough conversations
Applying for this Probate Sales Consultant role?
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How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
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