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- Tasks: Deliver exceptional service to introducers and drive activity across key performance metrics.
- Company: Key Partnerships, a leading provider of Later Life Lending solutions.
- Benefits: Competitive salary, bonuses, hybrid work, and generous holiday allowance.
- Why this job: Join a fast-paced team and make a real impact in financial services.
- Qualifications: Confident communicator with a proactive attitude; experience in account management is a plus.
- Other info: Genuine development opportunities and a supportive team culture.
The predicted salary is between 28000 - 28000 £ per year.
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.
We are looking for a Telephone Account Manager (TAM) to deliver exceptional service to our introducers, drive activity across core KP metrics, and help grow our partner network. If you enjoy building relationships, working to targets and being part of a fast-paced team, this is a fantastic opportunity to develop your career in financial services.
What you’ll be doing:
- 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
Who we’re looking for:
- 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
Our ASPIRE Values:
We look for people who live our values every day: Ambitious, Supportive, Personal, Integrity-led, Responsive, Expert
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. Apply today and make a real impact at Key Partnerships.
Telephone Account Manager in Preston employer: Key Group
Contact Detail:
Key Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for a Telephone Account Manager role. You never know who might have a lead or can put in a good word for you!
✨Tip Number 2
Practice your pitch! When you get that chance to chat with potential employers, be ready to showcase your skills and enthusiasm. Highlight your ability to build relationships and hit targets – that's what they want to hear!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows you're genuinely interested and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a perfect fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from candidates who are excited about joining us. It shows initiative and gives you a better chance of standing out in the crowd.
We think you need these skills to ace Telephone Account Manager in Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Telephone Account Manager role. Highlight any relevant experience in account management or customer service, even if it's not directly in financial services.
Craft a Compelling Cover Letter: Use your cover letter to showcase your personality and enthusiasm for the role. Mention how you align with our ASPIRE values and why you're excited about helping introducers deliver life-changing advice.
Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your application is clear and well-structured. Use concise language and avoid jargon to demonstrate your ability to communicate effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at Key Group
✨Know Your Stuff
Before the interview, make sure you understand Key Partnerships and their role in Later Life Lending. Familiarise yourself with their services and how they support Mortgage Advisers and IFAs. This will show your genuine interest and help you answer questions more confidently.
✨Show Off Your Communication Skills
As a Telephone Account Manager, communication is key. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable speaking about your experiences and how they relate to the role.
✨Demonstrate Your Proactivity
Highlight examples from your past where you've taken initiative, especially in a fast-paced environment. Whether it’s following up on leads or driving sales, showing that you can be proactive will resonate well with the interviewers.
✨Embrace the ASPIRE Values
Familiarise yourself with the company's ASPIRE values: Ambitious, Supportive, Personal, Integrity-led, Responsive, Expert. Think of instances where you've embodied these values in your previous roles and be ready to share them during the interview.
