Telephone Account Manager

Key Group; Fulwood Row; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading provider of financial solutions in the UK is looking for a dedicated professional to join their Key Partnerships team. The role involves achieving service targets, delivering excellent customer service, and supporting business development activities. With a strong focus on communication and organization, this position offers various benefits including hybrid working, generous holiday allowance, and opportunities for professional growth. If you are proactive and eager to excel, this may be the right opportunity for you.

Benefits

23 days holiday, rising to 28

Wellbeing Day + Charity Day

Pension scheme (5% employee / 8% employer)

Healthcare

Life Assurance (4x salary)

Development and progression opportunities

Qualifications

• Proactive, target-driven attitude.
• Experience in account management or telesales is helpful.
• High attention to detail.

Responsibilities

• Achieve targets in enquiries and booked appointments.
• Deliver inbound and outbound service to customers.
• Support business development activities and follow up on marketing.

Skills

Excellent communication skills

Organizational skills

Teamwork

Customer service

Sales experience

Job description

Responsibilities

• Achieve and exceed targets across enquiries, booked appointments and attended appointments
• Deliver excellent inbound and outbound service to introducers and customers
• Handle new introducer calls and promote the full Key Partnerships proposition
• Respond to inbound enquiries professionally and efficiently
• Complete onboarding calls and ensure all FCA checks and CRM records are accurate
• Support business development activity, including outbound calls to new joiners and follow-ups on marketing campaigns
• Create strong sales opportunities for Partnership Account Managers and Self-Employed Advisers
• Confident communicator who enjoys speaking with a wide range of introducers
• Proactive, target-driven and comfortable in a fast-paced environment
• Strong organisational skills with high attention to detail
• Positive, resilient, relationship-builder
• Experience in account management, telesales or customer service is helpful but not essential - attitude and energy matter most

About Key Partnerships

Key Partnerships is the intermediary arm of Key Group - a leading provider of Later Life Lending solutions. We support Mortgage Advisers, IFAs and other financial professionals in helping their clients enjoy a better retirement.

Benefits

• 23 days holiday, rising to 28 days with service
• 1 Wellbeing Day + 1 Charity Day
• Ability to purchase up to 5 additional holidays
• 5% employee / 8% employer pension
• Simply Health healthcare
• Life Assurance (4x salary)
• Long service awards
• Retailer discount portal
• Genuine development and progression opportunities
• Hybrid working model

Ready to grow your career? Join a supportive team where your work helps introducers deliver life-changing Later Life Lending advice to their clients.