The Company
Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something.
We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.
The Role
This is a senior, high-impact enterprise sales role. You'll own the full cycle from pipeline to close, building and converting strategic partnerships with insurers, banks, adviser networks and financial institutions across the UK.You'll report into the CEO on key deals, and have real influence over how we expand our market share. If you're a high-performing sales professional looking for a genuine opportunity to build something, rather than maintain a territory someone else built, this is it.
You'll be selling with the Octopus Group name behind you. One of the UK's most recognised and trusted brands, with over 7 million customers and a reputation that opens doors before you've said a word. We have the product, the backing and the market timing. We need the person who can go and close it. Octopus already has deep relationships with thousands of financial partners across the UK. This role gets to leverage that network to scale our proposition across UK financial services - and beyond.
What You'll Do
- Map the UK financial services landscape and build a targeted pipeline across insurers, banks, adviser networks and wealth managers - then convert them into long-term partnerships that scale.
- Leverage existing relationships across the Octopus Group to open doors faster - then convert them into long-term partnerships that scale
- Get us known. People already know Octopus - this is about showcasing the breadth of services we can offer. Whether that's speaking at industry events, hosting roundtables or simply being visible across UK wealth, insurance and banking circles.
- Run deals end-to-end. From the first conversation to a signed contract, you'll navigate complex organisations with multiple stakeholders, align commercial terms, and get ink on paper.
- Make the numbers do the talking. Build partner-specific business cases showing how our platform drives wealth retention, improves customer experience and supports Consumer Duty obligations.
- Grow senior relationships across the sector. You'll be in rooms with heads of distribution, chief customer officers and board members - the kind of conversations where partnerships are shaped, not just sold.
Who You Are
- 7+ years selling into UK financial services at an enterprise level. You've closed complex, multi-stakeholder deals with insurers, banks or wealth managers and you have the relationships to show for it.
- You know how these organisations work from the inside - the politics, the buying committees, the commercial pressures. You understand what makes a head of distribution say yes.
- Naturally curious. You dig into how a partner's business actually runs before you walk in the room. You understand their customers, their pain points and where we fit.
- Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
- You don't need managing. You set your own pace, build your own structure and get on with it.
- Comfortable without a playbook. You've either built a market before or you've been itching to.
- Long sales cycles, shifting stakeholders and incomplete information don't throw you off. You stay focused on the outcome.
- You actually care about this. You can explain why bereavement support matters to a room of sceptical executives and make them care too - because we do.
- You understand what it means to sell into FCA-regulated environments, consumer duty, and you take that seriously.
Benefits:
- Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week.
- 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.
- 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.
If you are not 100% sure if you are right for the role, please apply regardless and we will be happy to consider your application.
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.
