Current Vacancies

Current available roles are shown below.

Business Development Representative (North America)

Date July 2021
Job Title Business Development Representative (North America)
Reports To CEO, Epoq Legal North America

Main Purpose of Job

To execute and develop further our go-to-market sales strategy across North America.

Handling the end-to-end sales cycle, including presenting, proposals, negotiating terms and closing.


Epoq Legal ( is a pioneer in the development of online legal document services, we are now the largest "brand behind the brand" of digital legal services in North America and the United Kingdom. Our services include "intelligent" legal documents like wills, powers of attorney, healthcare directives and business agreements.

We focus on supporting the policyholder of insurers, our clients in the U.S. include Mutual of Omaha, Allianz, Colonial Life, Everest, Foresters Financial and many others. We aim to further transform the market for the delivery of legal services in the U.S. and Canada, using our technology and expertise to make law easy.

Responsibilities & Tasks

  • Through own initiatives, and in conjunction with the marketing team, create campaigns to initiate contact with sales prospects
  • Attend conferences and industry events to generate sales leads
  • Establish relationships with senior executives of insurers, insurance agencies and affinity groups at in-person conferences, video calls or via prospecting.
  • Meet online or in-person with prospects to understand their needs and present Epoq services that may be suitable for them
  • Write proposals for prospects that show interest that engage them and take the sale forward
  • Work on pricing for prospects
  • Deal with prospect questions
  • Chase up pending prospects
  • Create term sheets and seek client agreement to proceed
  • Log all sales activities in our sales CRM
  • Report on clearly defined KPIs, communicate effectively across the organization and help provide valuable input as our business strategy evolves.
  • Any other duties as requested from time to time by the US CEO and other senior colleagues.

What education, experience and competencies are required for effective performance of the job?

Education & knowledge

  • Clear demonstration of your ability to establish relationships, negotiate, and win $100k+ deals with an executive-level audience.
  • 4+ years selling to large organizations with multiple stakeholders ideally in the insurtech, fintech, financial services, or enterprise SaaS.
  • A track record of results leading or participating in a high performing sales team.
  • Excellent pipeline management, forecasting, and reporting abilities using Salesforce or a similar CRM. Plus, great competency with office applications.
  • Comfort with and understanding of technology, plus the ability to demo software applications effectively.
  • Excellent written and verbal communication combined with superb interpersonal skills to quickly build rapport.

Key Attributes & Competencies

  • Excellent verbal and written communication and interpersonal skills, including the ability to influence
  • Excellent presentation skills (verbal and in writing)
  • High level of creative skills especially in a business context
  • Ability to work under own initiative and to deadlines
  • Good grasp of customer/client needs analysis
  • Integrity – you treat clients with respect and provide transparent solutions in the sales process.
  • Teamwork – you empathize with the teams you work with and provide support to those working alongside you.
  • Exceptional service – you are organised, proactive and adaptable, meeting agreed timelines and retracting quickly to customer requests.
  • Highly motivated and energetic

Legal Advice and Document Review Lawyer

Date July 2021
Job Title Legal Advice and Document Review Lawyer
Reports To Legal Advice and Review Centre Manager

Main Purpose of Job

Provide customers with helpful, friendly and straightforward telephone legal advice. Review legal documents created in Rapidocs, drafting amendments where appropriate and answering customer questions to ensure the completed document meets the customers' needs.


Epoq ( is the UK’s leading provider of online legal services. By utilising cutting edge document automation technology, integrated workflow systems and content, together with telephone legal advice and document review, we enable insurers and financial services providers to deliver legal services to their consumer and business clients. Our services include "intelligent" legal documents like wills, divorce, employment agreements and tenancy contracts over the web.

Our customers include major brands such as MORE TH>N, Allianz, Which?, Thomson Reuters and Mutual of Omaha. We aim to transform the market for the delivery of legal services, using our technology to make law easy.

Responsibilities & Tasks

  • Provide legal advice by telephone and email to customers in a range of commercial and consumer issues
  • Log all calls taken on the internal system and write notes on action taken
  • Review documents created through our Rapidocs system, ensuring they are suitable for the customer’s circumstances, answering any questions asked by the customer, and making amendments as required.
  • Advice and document reviews will include the following legal areas:
    • Wills, probate and powers of attorney
    • Business start ups
    • Consumer and contract law issues
    • Employment and health & safety
    • Property law including landlord and tenant
    • Any other legal services or documentation that may be developed and implemented from time to time
  • Provide customers with technical support in the use of Epoq’s software, Rapidocs where necessary
  • Any other duties requested by the Legal Advice and Review Centre Manager

Qualifications & Experience

Education & Experience

  • Degree in law, and preferably another legal qualification (e.g. LPC, Bar Finals or ILEX)
  • A minimum of 2 years' experience dealing with UK employment law in a customer service facing legal services role
  • Good understanding of ecommerce

Key Attributes & Competencies

  • Listening and persuasion skills
  • Committed to providing excellent customer care and enjoy helping people
  • Polished and professional demeanour with excellent written and verbal communication skills
  • Good attention to detail
  • Excellent computer literacy - ability to learn and deal with Epoq’s internal systems is essential
  • Strong logical reasoning and problem solving skills
  • Ability to work individually and as part of a team and with others at different levels of the company
  • Ability to be flexible and work under own initiative and adapt to changing goals and priorities
  • Dynamic, positive and enthusiastic – we are a young and fast growing company
  • Need for overall excellence and pride in work

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