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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, monthly bonuses, hybrid working, 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 - 39200 ÂŁ 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 employer: Key Group
Contact Detail:
Key Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager
✨Tip Number 1
Get to know the company inside out! Research Key Partnerships and understand their values, services, and the market they operate in. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your pitch! Since this role is all about communication, rehearse how you’d introduce yourself and discuss your experience. Make it engaging and relevant to the Telephone Account Manager position, so you can impress during those crucial calls.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which can be a game-changer in landing the job.
✨Tip Number 4
Don’t forget to follow up! After any interaction, whether it’s an interview or a networking chat, send a thank-you email. It shows your appreciation and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Telephone Account Manager
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: Your cover letter is your chance to shine! Use it to showcase your passion for building relationships and your proactive attitude. Mention how you align with our ASPIRE values and why you’re excited about this opportunity.
Showcase Your Communication Skills: As a Telephone Account Manager, communication is key. In your application, demonstrate your ability to communicate clearly and effectively. Use examples from past experiences where you’ve successfully engaged with clients or introducers.
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 regarding your application status.
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 creating sales opportunities, showing that you can drive activity 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 specific instances where you've embodied these values in your work. This will help you connect with the team and demonstrate that you’re a great cultural fit.
