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.
Telephone Account Manager
Role Purpose
The 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.
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What We Do
Pioneers in the equity release market, Key Group is on a mission to be the UK’s leading retirement finance expert, focused on helping people finance a better retirement. Celebrating its 22nd anniversary in 2021, the Group has helped customers release more than £5 billion worth of equity from their properties. Evolving to meet the financial needs of the increasing over-50s market, brands within the Key Group umbrella two of the UK’s leading equity release advisers (Key and The Equity Release Experts), one of the largest equity release lenders (more2life), and leading later life service provider (Air Group). At the heart of Key Group is the commitment to grow the size of the equity release market, continue to help develop advice standards across the industry, support the growing number of equity release advisers active in the sector and innovate through the development of new retirement lending products. The Group is proud to be one of the largest private employers in Preston and currently employees over 100+ field-based advisers providing support to a fast growing client base across the UK. The Key Group brands have now gathered over 100 industry and consumer awards since launch. Follow us on LinkedIn to explore our latest career opportunities across our brands, as well as updates on our corporate activities. https://www.krgroup.co.uk/careers/
