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Sales Manager (D2C)

The Company

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, 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. 

The Role

We are hiring an experienced and motivated Sales Manager to join our Estate Planning team! This team helps existing customers who have started one of our online products (a will, LPA etc), but may require extra support via various channels such as phone, live chat, email and in person home visits.

The ideal candidate will have a proven track record in sales, strong leadership skills, and the ability to drive a team towards achieving sales targets and revenue goals. Reporting into our Head of Sales, you will be responsible for developing and implementing effective sales strategies, managing the sales team, and building strong relationships with clients and stakeholders.

This is a great opportunity for someone looking to work in a fast-paced and changing environment, who likes to work autonomously, enjoys a challenge and wants to make an impact!

Key Responsibilities

  • Lead, motivate, and manage a team of sales professionals to achieve and exceed sales targets, while maintaining the highest standards of client service.
  • Develop and implement effective sales strategies to drive revenue growth and expand market presence.
  • Continuously evaluate and improve sales processes to enhance efficiency and the customer experience.
  • Build and maintain strong relationships with key customers and stakeholders to ensure customer satisfaction and retention.
  • Track sales metrics, generate reports, and analyze data to identify trends and make informed decisions.
  • Work closely with other departments such as marketing, product, and customer service to ensure alignment and achieve business objectives.
  • Manage sales budgets and allocate resources effectively to meet business goals.
  • Maintain a deep industry knowledge, as well as relevant financial and legal topics, in order to effectively assist customers and answer their inquiries. 

Who Are You?

You want to work at a startup and you’ll thrive in a fast paced environment. You have a personal growth mentality, with a hunger to learn. Autonomy doesn't scare you, and being self-sufficient and happy to come up with solutions to problems on your own is attractive to you.

  • Minimum 3+ years of sales management experience in a startup / scale up environment.
  • Proven track record of achieving targets and driving customer engagement.
  • Proven ability to develop and implement successful sales strategies.
  • Proficiency in sales analytics and CRM software (Hubspot preferred).
  • Strong problem-solving and decision-making abilities.
  • Excellent communication and interpersonal skills, with a natural ability to build rapport and trust with customers. 
  • Highly organised, detail-oriented, and able to manage multiple priorities effectively.
  • Ability to work in a fast-paced, dynamic environment.


  • Flexible working: 3 days in the office (London, Holborn) 
  • Work from anywhere in the world for up to 4 weeks per year.
  • An extra holiday day for your birthday
  • Life insurance, Health insurance, Will & LPAs
  • Enhanced parental leave
  • Octopus share incentive scheme 
  • 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.

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.

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