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- Tasks: Engage with customers to discuss financial products and assist in their retirement planning.
- Company: Key Group, a leading brand in financial services focused on later life lending.
- Benefits: Competitive pay, flexible hours, and opportunities for personal growth.
- Why this job: Join a mission-driven team helping people secure a better retirement.
- Qualifications: Strong communication skills and a passion for customer service.
- Other info: Be part of an innovative company with a supportive culture.
The predicted salary is between 28800 - 43200 £ per year.
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.
The beginning of the Equity Release journey starts in our Customer Engagement team, where customers have the opportunity to discuss products available to them and to book an appointment with an Independent Financial Adviser. We are very fortunate that we have thousands of customers ready to engage with us online and over the telephone.
Our CET Agents offer a complete service to new and existing customers, taking inbound calls to ensure our proposition is promoted effectively. The team is proactive, making outbound calls in response to customer enquiries, qualifying referrals and booking appointments for Advisers as well as responding to enquiries from customers.
Role and Responsibilities:
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Positive engagement with customers through inbound and outbound calls.
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Establish customer need and qualify opportunities
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Discuss services available and progress into appointments with Advisers.
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Remaining compliant and ensuring call quality metrics are achieved
Desired Skills:
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Excellent direct customer engagement via telephone.
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Financial services or similar regulated working environment
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Experience and ability to handle complex queries
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A track record of exceeding targets, achieving and above average performance would be an advantage
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 of our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops
Customer Engagement Agent employer: Key Group
Contact Detail:
Key Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Engagement Agent
✨Tip Number 1
Get to know the company inside out! Research Key Group and their mission to be the UK's leading later life lending company. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Practice your communication skills! As a Customer Engagement Agent, you'll need to connect with customers effectively. Role-play with friends or family to get comfortable discussing financial products and addressing customer queries.
✨Tip Number 3
Network like a pro! Reach out to current or former employees on LinkedIn to gain insights about the company culture and what they look for in candidates. This can give you an edge in your application process.
✨Tip Number 4
Apply through our website! We want to see your application directly, so make sure to submit it through our platform. This way, we can keep track of your progress and get you one step closer to joining our Customer Engagement team.
We think you need these skills to ace Customer Engagement Agent
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for helping customers shine through. We want to see that you’re genuinely excited about the role and our mission at Key Group.
Tailor Your Application: Make sure to customise your application to highlight relevant experience and skills that align with the Customer Engagement Agent role. We love seeing how your background fits with what we do!
Be Clear and Concise: Keep your writing straightforward and to the point. We appreciate clarity, so avoid jargon and make it easy for us to understand your qualifications and motivations.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Key Group
✨Know the Company Inside Out
Before your interview, make sure you research Key Group thoroughly. Understand their mission, values, and the products they offer. This will not only help you answer questions more confidently but also show your genuine interest in becoming a part of their Customer Engagement team.
✨Prepare for Common Questions
Think about the types of questions you might be asked, especially those related to customer service and engagement. Be ready to share examples from your past experiences that demonstrate your skills in handling customer inquiries and providing excellent service.
✨Show Your Passion for Helping Others
Since the role involves discussing financial products that can significantly impact customers' lives, it's crucial to convey your passion for helping others. Share stories that highlight your commitment to customer satisfaction and how you’ve made a difference in previous roles.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or the specific challenges the Customer Engagement team faces. This shows that you’re not just interested in the job, but also in how you can contribute to the team’s success.
