At a Glance
- Tasks: Engage with customers through calls, helping them explore financial services and book appointments.
- Company: Key Group, a leading brand in financial services focused on better retirement solutions.
- Benefits: Competitive salary, supportive team culture, and opportunities for personal growth.
- Other info: Dynamic work environment with flexible hours and a focus on integrity and support.
- Why this job: Join a proactive team making a real difference in people's lives every day.
- Qualifications: Strong communication skills and experience in customer engagement or financial services.
The predicted salary is between 30000 - 42000 £ per year.
Overview
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.
Role and Responsibilities
Positive engagement with customers through inbound and outbound calls.
Establish customer need and qualify opportunities.
Discuss services available and progress into appointments with Advisers.
Remaining compliant and ensuring call quality metrics are achieved.
Desired Skills
Excellent direct customer engagement via telephone.
Financial services or similar regulated working environment.
Experience and ability to handle complex queries.
A track record of exceeding targets; achieving and above-average performance would be an advantage.
Core values
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.
Work the following hours: 9am - 5:30pm (Monday to Friday) with one late shift per week 11:30am - 8pm. One day per week work from home.
Customer Engagement Agent employer: Key Group
Key Group is an exceptional employer, offering a dynamic work environment where employees are empowered to make a real difference in the lives of customers seeking better retirement solutions. With a strong focus on personal and professional growth, our Customer Engagement Agents benefit from comprehensive training, supportive team dynamics, and a culture that values ambition, integrity, and responsiveness. Located in a vibrant area, we provide flexible working hours and a commitment to employee well-being, making Key Group a rewarding place to build a meaningful career.
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's mission and values, and think about how your own experiences align with their goals. This will help you connect better during calls and show that you're genuinely interested.
✨Tip Number 2
Practice your phone skills! Since you'll be engaging with customers over the phone, try role-playing with a friend or family member. Focus on being clear, friendly, and confident – it’ll make a huge difference when you’re on the line with potential customers.
✨Tip Number 3
Prepare for common customer queries! Think about the types of questions customers might ask about financial services and practice your responses. Being well-prepared will help you handle complex queries like a pro and keep those call quality metrics in check.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. So, go ahead and hit that apply button!
We think you need these skills to ace Customer Engagement Agent
Some tips for your application 🫡
Show Your Customer Engagement Skills:When writing your application, make sure to highlight your experience in customer engagement. We want to see how you've positively interacted with customers in the past, whether through calls or other means. Share specific examples that demonstrate your ability to handle complex queries and exceed targets.
Be Authentic and Personal:At StudySmarter, we value authenticity. Don’t be afraid to let your personality shine through in your application. Talk about why you’re passionate about helping customers and how you embody our core values like being supportive and responsive. This will help us see the real you!
Tailor Your Application:Make sure to tailor your application to the role of Customer Engagement Agent. Use keywords from the job description and relate your skills and experiences directly to what we’re looking for. This shows us that you’ve done your homework and are genuinely interested in joining our team.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application gets to the right place. Plus, you’ll find all the details you need about the role and our company culture there!
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 services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Customer Engagement Skills
Since the role focuses on customer engagement, prepare examples from your past experiences where you've successfully handled customer queries or built relationships. Highlight your ability to remain calm under pressure and how you’ve exceeded targets in previous roles.
✨Prepare for Common Scenarios
Think about potential scenarios you might face as a Customer Engagement Agent. Be ready to discuss how you would handle complex queries or difficult customers. Practising these responses can help you feel more confident during the interview.
✨Emphasise Your Values
Key Group values ambition, support, personal service, integrity, responsiveness, and expertise. Reflect on how you embody these values in your work and be prepared to share specific examples that demonstrate your alignment with their core principles.
