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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in face-to-face sales of high-value products, with a strong focus on client consultations and emotional intelligence. Capable of maintaining client relationships and ensuring satisfaction while navigating sensitive topics.
Highest-signal resume keywords
Face-To-Face Sales ExperienceClient Consultation SkillsEmotional IntelligenceStrong Communication SkillsSelf-Motivated and Organised
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
ResilienceAbility to Handle Sensitive ConversationsPolished and Credible Presence
Industry Keywords
WillsTrustsLasting Powers of AttorneyCustomer Satisfaction TargetsConfidential Client Records
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Proven track record in face-to-face, field-based sales, with consistent results against target
- Experience selling considered, high-value products or services
- Strong academic background — a degree or equivalent
- Polished, credible and comfortable in clients' homes
- Excellent communication skills and strong emotional intelligence
- Confidence having sensitive conversations about family, money and death
- Self-motivated and organised, comfortable working independently in the field
- Resilience and ability to stay calm and warm during emotional conversations
- Willingness to drive within the local area for home appointments
- Knowledge of wills, trusts or LPAs is a bonus but not required
Benefits
Comp & perks- 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
- Structured training programme
- Ongoing coaching and support from the team and legal experts
- Clear path to grow