Octopus

Sales

• Conduct consultations with clients at home or online
• Attend pre-booked client appointments
• Explain wills, trusts and lasting powers of attorney in plain language
• Recommend appropriate products and services and support informed decisions
• Follow up with clients to convert consultations into completed plans
• Meet and exceed conversion and customer-satisfaction targets
• Maintain accurate, confidential client records
• Collaborate with the legal team to ensure plans meet required standards
• Provide aftercare and help clients update plans as circumstances change
• Represent Octopus Legacy in clients' homes

Explore Senior Sales Executive at Octopus. Review requirements and application details.

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Senior Sales Executive