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For Companies At a Glance
- Tasks: Manage relationships and provide exceptional service to introducers while driving business growth.
- Company: Join a leading later life lending company focused on helping people finance a better retirement.
- Benefits: Full-time role with opportunities for personal and professional development.
- Why this job: Make a real impact by supporting partners and customers in their financial journeys.
- Qualifications: Strong communication skills and a passion for customer service.
- Other info: Dynamic team environment with a focus on achieving targets and growth.
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.
Role PurposeThe TAM combines relationship management, service excellence, and performance‑driven activity to ensure introducers receive outstanding support and the business continues to grow sustainably. The Telephone Account Manager (TAM) plays a vital role in supporting Key Partnerships’ growth by driving performance across all core KP metrics, including enquiries, booked appointments, and attended appointments. The role focuses on delivering exceptional service to introducers and customers while supporting the wider business in achieving its goals for helping more customers with Later Life Lending solutions.
Key Responsibilities- Performance & Targets
- Strive to achieve and exceed KP core targets across all key metrics: enquiries, booked appointments, and attended appointments.
- Consistently meet agreed business targets and KPIs to support overall business growth.
- Service Excellence & Operational Delivery
- Provide exceptional service to Key Partners, ensuring all agreed service standards are met.
- Always maintain a robust and compliant operational process.
- Handle inbound calls from new introducers, effectively promoting the Key Partnerships proposition.
- Respond promptly and professionally to inbound enquiries from customers and introducers.
- Deliver high‑quality inbound, outbound, and email service to introducers, networks, and affiliate representatives.
- Action and respond to new registrations, including delivering an introduction call to onboard new partners.
- Build and maintain accurate contact and account records within the B2B CRM, ensuring all FCA checks and due‑diligence requirements are completed correctly.
- Business Development Support
- Support all business development activities within Key Partnerships, working closely with internal stakeholders including Self‑Employed Advisers.
- Promote all elements of the Key Partnerships proposition, including equity release, estate planning, the KP portal, and marketing support.
- Conduct outbound calling to new joiners and follow up on marketing campaigns provided by the Sales Manager.
- Identify and create sales opportunities for Partnership Account Managers and Self‑Employed Advisers.
Our purpose is to help people finance a better retirement. Our mission is to be the UK's leading later life lending company. Our connected portfolio of brands comprises of Key (The adviser), Key Partnerships (The partner), more2life (The lender) and Air Group (The Coach).
Telephone Account Manager in Preston employer: Key Retirement Group Ltd
Contact Detail:
Key Retirement Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager in Preston
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. 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 pitch! You’ll want to be able to clearly articulate how your skills align with the Telephone Account Manager role. Think about specific examples from your past experiences that demonstrate your ability to drive performance and deliver exceptional service.
✨Tip Number 3
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for acing the interview process. Plus, it shows initiative!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and contributing to our mission of helping people finance a better retirement.
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 is tailored to the Telephone Account Manager role. Highlight your experience in relationship management and service excellence, as these are key for us. Use specific examples that showcase how you've met targets and delivered exceptional service.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping people with Later Life Lending solutions. Show us how your skills align with our mission and values, and don’t forget to mention any relevant achievements.
Be Clear and Concise: When filling out your application, keep your language clear and concise. We appreciate straightforward communication, so avoid jargon and get straight to the point. This will help us see your qualifications quickly and easily.
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s super easy and ensures your application goes directly to us. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at Key Retirement Group Ltd
✨Know Your Numbers
As a Telephone Account Manager, you'll be expected to hit specific KPIs. Brush up on the key metrics mentioned in the job description, like enquiries and booked appointments. Be ready to discuss how you've achieved similar targets in past roles.
✨Showcase Your Service Skills
Service excellence is crucial for this role. Prepare examples of how you've provided outstanding service in previous positions. Think about times when you went above and beyond for clients or partners, and be ready to share those stories.
✨Familiarise Yourself with the Proposition
Get to know the Key Partnerships proposition inside out. Understand the products like equity release and estate planning. This will not only help you answer questions confidently but also show your genuine interest in the role and the company.
✨Practice Your Communication
Since this role involves a lot of inbound and outbound calls, practice your communication skills. Consider doing mock calls with a friend or family member. Focus on being clear, professional, and engaging, as these are key traits for a successful Telephone Account Manager.
