Telephone Account Manager

Key Group

Key Group is one of the UK's leading later life lending businesses, helping people unlock a better retirement. We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential and thrive.

We are looking for a Telephone Account Manager to join our growing team. This is an excellent opportunity for someone with a background in sales, relationship management, or customer engagement who is looking to build a long-term career within financial services.

As a Telephone Account Manager, you will offer a complete service to both new and existing introducers, taking inbound calls, developing relationships through proactive outbound contact, responding to enquiries, and creating opportunities for our Partnership Account Managers.

This role provides an excellent pathway into the wider business, with scope to progress into a Business Development Manager position in the future.

Our Telephone Account Managers provide a complete service to new and existing introducers, ensuring our proposition is promoted effectively and that strong relationships are built and maintained.

You will proactively engage with introducers and customers, qualify referrals, support advisers, and help generate opportunities across our range of products and services, including:

• Equity Release
• Estate Planning
• Portal Services
• Marketing Solutions

You'll gain valuable knowledge within the growing equity release market while building relationships and achieving agreed business targets.

• Demonstrate and continuously embed company values in every aspect of the role
• Deliver an excellent inbound, outbound and email service to introducers, networks and affiliate representatives
• Take a proactive approach to outbound calling to maximise booking opportunities
• Provide case updates to introducers on the outcomes of referrals by telephone and email
• Work closely with Partnership Account Managers to maximise sales opportunities
• Provide accurate and timely management information to the Sales Manager
• Maintain company record-keeping standards in line with compliance and operational requirements, including GDPR, CRM notes, commission structures and payment terms
• Deliver agreed service levels, targets and KPIs
• Create sales opportunities for Partnership Account Managers
• Promote all elements of the Key Group proposition

• Experience working in an inbound and outbound sales environment
• Proven track record of achieving sales targets and KPIs
• Ability to build rapport and empathise with customers
• Excellent communication skills with a consultative sales approach
• Experience working within a targeted sales environment
• Strong negotiation and influencing skills
• Enthusiastic, motivated and passionate about succeeding in a fast-paced environment
• Financial Services experience is advantageous but not essential as full training will be provided

This is a fantastic opportunity to begin or continue a career within Key Group, with genuine opportunities to progress into a Business Development Manager role and develop expertise within the growing later life lending market.

We're proud to be:

Ambitious - to break ground to help our customers enjoy a better retirement.

Supportive - relationships are key to everything we do.

Personal - going above and beyond to offer exceptional service.

Integrity - honest, true and transparent in all of our relationships.

Responsive - whatever the challenge, we'll deliver the right result.

Expert - experts in our field, our thirst for knowledge never stops.

If you're passionate about building relationships, achieving results and developing a career in financial services, we'd love to hear from you.