Key Retirement Group Ltd
Location
Preston, Lancashire | United Kingdom
Job description
Telephone Account Manager page is loaded
We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive.
To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.
Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK’s leading later life lending company.
Our Telephone Account Managers offer a complete service to new and existing introducers, and ensuring our proposition is promoted effectively. The team is proactive, making outbound calls to Financial Advisors to understand their needs and their clients’ needs whilst serving as a lead point of contact.
This is a fantastic opportunity to commence a career within Financial Services with scope to progress into a Business Development Manager role. You will gain and build upon knowledge within the ever-growing equity release market, providing market insight on retirement lending, both building and maintain relationships and achieving agreed business targets.
Main duties and responsibilities:
To demonstrate and continuously embed the company values in every aspect of the role.
Deliver an excellent inbound, outbound and email service to introducers, networks and affiliate representatives.
Demonstrate a proactive approach to conducting outbound calls to customer to maximise booking opportunities.
Provide case updates to introducers on the outcomes of their referrals by telephone or email.
Maximise sales opportunities.
Provide accurate and timely management information to the Sales Manager.
Maintain the company’s record keeping standards in line with compliance and operational requirements. (In relations to; GDPR, CRM notes, commission structure and payments terms).
Deliver the required service levels in place & targets of the role.
Achieve agreed business targets and KPIs.
Skills and Experience we look for:
Experience working in an inbound and outbound sales environment.
Proven track record or achieving sales targets and KPIs.
Ability to empathise and build rapport with customers is essential.
Excellent communication skills with a consultative approach to sales.
Ability to perform in a targeted sales environment.
Good negotiation and influencing skills.
Enthusiastic with a passion to succeed in a fast-paced environment.
Experience working within the financial services sector is advantageous but not essential (full training will be provided).
Most of all we look for people who display and work around the core values of our business:
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 our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops
Benefits:
23 days holiday, plus bank holidays. Rising to 28 based on length of service.
Additional holiday purchase scheme
1 charity day
Tier 1 pension (5% Employee, 8% Employer)
Simply Health
Life Assurance
Our purpose is to help people finance a better retirement.
Our mission is to be the UK's leading later life lending company.
Our connected portfolio of brands comprises of Key (The adviser), Key Partnerships (The partner), more2life (The lender) and Air Group (The Coach).
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