Telephone Account Manager

Morgan McKinley; London; On-site; GBP 22,500 - 27,500; Full time

Benefits offered by this job

Health cash plan

Salary sacrifice pension scheme

Employee Growth Shares

Structured career development

Job summary

A dynamic financial services company in London is seeking a Telephone Account Manager to develop broker relationships and drive sales. This entry-level position offers a competitive salary of £25,000 along with health benefits, a pension scheme, and structured career development. The ideal candidate will have a customer-focused attitude, strong communication skills, and be comfortable with CRM systems and Microsoft Office.

Qualifications

• Background in mortgages or financial services.
• Ability to influence and build rapport quickly.
• Resilient and adaptable.

Responsibilities

• Build and nurture broker relationships.
• Handle inbound and outbound sales calls.
• Maintain accurate records in the CRM system.

Skills

Strong communication skills

Commercial awareness

CRM proficiency

Target-driven

Organizational skills

Tools

Microsoft Office

CRM Systems

Job description

Overview

Telephone Account Manager — Up to £25,000 basic with great benefits. We’re looking for a confident, customer-focused Telephone Account Manager to join an ambitious, fast-growing challenger in the financial services sector. This is a fantastic opportunity to be part of a company that’s shaking up the mortgage market and making a real difference to customers who’ve too often been told “no”. If you’re commercially minded, persuasive on the phone, and thrive in a target-driven environment, this role gives you the platform to shine.

What you’ll be doing

• Building and nurturing strong, long-lasting broker relationships
• Handling inbound and outbound calls, qualifying leads, and converting them into sales opportunities
• Acting as the first point of contact for brokers – solving problems, answering queries, and guiding them through product options
• Using digital channels to strengthen engagement and spot new opportunities
• Maintaining accurate records in the CRM system and tracking your pipeline
• Collaborating closely with Key Account Managers, underwriting, and processing teams to deliver seamless service
• Ensuring compliance with industry regulations and company policies

What we’re looking for

• Background in mortgages or financial services (telephone sales, account management, or customer service)
• Strong communication skills with the ability to influence and build rapport quickly
• Commercially savvy, target-driven, and self-motivated with a positive, can-do attitude
• Organised and efficient, able to manage multiple broker interactions
• CRM confident and comfortable with Microsoft Office tools
• Resilient, adaptable, and always looking for ways to improve and grow

What’s on offer

• Competitive base salary of £25,000
• Health cash plan and employee assistance programme
• Salary sacrifice pension scheme
• Employee Growth Shares – have a stake in the company’s success
• Structured career development with quarterly progression planning
• A collaborative, supportive culture with a focus on wellbeing

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Customer Service, and Business Development