Octopus Legacy Benefits Overview

Provide bespoke wills, IHT guidance and trust advice; draft and administer trusts and wills; analyse complex family and financial situations; collaborate with advisors; ensure compliance and confidentiality; review and update estate plans; stay current on trust and estate law.

Conduct consultative video-call consultations, identify client needs, recommend services, manage pipeline and records, coordinate with internal teams, and deliver aftercare to build strong client relationships in a target-driven environment.

As a Sales Development Representative, you will make high-volume outbound calls, book meetings, manage CRM data, and support business growth initiatives.