Telephone Account Manager

Description

Telephone Account Manager

Key Partnerships | Part of Key Group

Location: Preston (Hybrid)

Salary: £28,000 + plus monthly bonus (up to £175)

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're 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? xjnqpsq

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

Ad ID: 5417770100