Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage with customers through calls, helping them explore financial options for a better retirement.
- Company: Join Key Group, a leading brand in financial services focused on later life lending.
- Benefits: Full-time hours, work-from-home flexibility, and a supportive team culture.
- Other info: Dynamic role with opportunities for personal growth and exceeding targets.
- Why this job: Make a real difference in people's lives while developing your customer service skills.
- Qualifications: Strong communication skills and experience in customer engagement preferred.
The predicted salary is between 25000 - 32000 £ 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:- 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.
- 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.
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.
Our purpose is to help people finance a better retirement. Our mission is to be the UK's leading later life lending company.
Customer Engagement Agent employer: Key Retirement Group Ltd
Contact Detail:
Key Retirement Group Ltd 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 understand their mission and values. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since the role involves a lot of customer engagement over the phone, try role-playing with a friend or family member. This will help you feel more confident when handling complex queries and engaging with customers.
✨Tip Number 3
Be proactive! Don’t just wait for opportunities to come to you. Reach out to your network, attend industry events, and connect with people on LinkedIn. You never know who might have a lead on a job or can give you insider tips!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows that you’re serious about joining the Key Group family. Don’t miss out on this opportunity!
We think you need these skills to ace Customer Engagement Agent
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for helping customers shine through. We want to see that you’re excited about the role and how you can contribute to our mission of unlocking a better retirement for everyone.
Tailor Your Experience: Make sure to highlight any relevant experience you have in customer engagement or financial services. We love seeing how your background aligns with our values and the responsibilities of the Customer Engagement Agent role.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your skills and experiences are easy to read and understand. Avoid jargon unless it’s relevant to the role!
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 position. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Key Retirement Group Ltd
✨Know the Company Inside Out
Before your interview, take some time to research Key Group and their mission. Understand their values like ambition, support, and integrity. This will help you align your answers with what they stand for and show that you're genuinely interested in being part of their team.
✨Prepare for Customer Scenarios
As a Customer Engagement Agent, you'll be dealing with various customer queries. Think of examples from your past experiences where you've successfully handled complex situations or exceeded targets. Be ready to discuss these scenarios during the interview to demonstrate your problem-solving skills.
✨Practice Your Communication Skills
Since the role involves direct engagement with customers over the phone, practice clear and confident communication. You might want to do mock interviews with friends or family, focusing on how you articulate your thoughts and respond to questions. This will help you feel more at ease during the actual interview.
✨Showcase Your Passion for Helping Others
Key Group is all about helping people unlock a better retirement. During your interview, share your passion for customer service and how you go above and beyond to assist others. Highlight any relevant experiences that showcase your supportive nature and commitment to providing exceptional service.