Telephone Account Manager

Posted Yesterday
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Preston, Lancashire, England
Junior
Fintech • Software • Financial Services
The Role
The Telephone Account Manager will manage national accounts, follow up on inquiries, conduct meetings and seminars, and drive sales in the later life lending market.
Summary Generated by Built In

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.

More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK.

Our busy Telephone Business Development team are responsible for the production of business from both new and existing relationships. Through networking, they are tasked with prospecting for new introducers whether it be a Bank, Building Society, Affinity Relationship, Solicitor or Accountant. Days are busy; spending time speaking with potential partners explaining our proposition and the true potential of Equity Release for them, their business and their clients and it is really rewarding to know your conversation has added value to them.

We are looking for a Telephone Business Development Manager to join our More2Life brand, to optimise production form existing introducing partners across all KR Groups referral positions. The idea candidate will have sound knowledge of later life lending products and the intermediary distribution market and will be a result driven professional who is comfortable working to specific production targets and quality measurements.

Main duties and responsibilities:

  • To effectively manage a defined panel of national accounts to optimise business production in line with defined targets.

  • To respond to internal & external customer enquiries – by establishing requirements & identifying the appropriate procedures to meet them.

  • Outbound follow up calls to mailings/marketing activities.

  • Conduct telephone and online meetings, road shows, events etc and deliver seminars to both B2B and B2C.

  • To maintain & develop up to date technical knowledge of relevant markets, products & procedures.

  • To develop skills & behaviours identified & agreed as part of a personal development plan to support improved performance going forward.

Skills and behaviours we look for:

  • Proven track record of delivering of sales targets.

  • Organised and focused with the ability to multitask effectively.

  • Able to study and achieve industry qualifications.

  • Analytical using data to identify trends and drive actions.

  • Proactive, self-starter.

  • Highly motivated and adaptable to the needs of the business

  • Enthusiastic with a passion to succeed within a growing company.

  • Personal drive but with empathy to work successfully within a team environment.

  • Solid Communication Skills

Although this is a home based role there is a requirement to attend business events, therefore a full clean driving license and access to your own vehicle will be necessary.

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 our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops
 

Benefits:

23 days holiday, plus bank holidays. Rising to 28 based on length of service.

Additional holiday purchase scheme

1 charity day

Tier 1 pension (5% Employee, 8% Employer)

Simply Health

Life Assurance

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The Company
HQ: Fulwood
253 Employees
On-site Workplace
Year Founded: 1998

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/

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