Sales Agent

18600.00 - 23000.00 GBP Annual
05 Jul 2021
02 Aug 2021
Contract Type
Full Time
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.

Due to continued success and business growth, we have a number of roles in multiple teams across our business including Customer Service, Customer Engagement, Broker Support and Telephone Account Managers. Our structure has been designed to allow us to provide a clear progression route from these teams throughout the entire business, with many people carving out rewarding and satisfying careers spanning decades!

All of these roles would suit someone with an energetic and enthusiastic mind-set, with the enthusiasm to produce results and provide the fantastic services we pride ourselves on. You will be working in a regulated environment, so we have high standards and provide the same award-winning service to our customers, brokers and partners alike.

From these roles you could decide to train as a Financial Adviser or Estate Planner yourself, or you might decide to move into compliance or management. The possibility really is endless! We have a great approach to personal development and have a great L&D team who love to coach and guide you throughout your career with Key Group.

If you are looking to start a career in the financial industry and/or to progress yourself in sales or customer service, then Key Group is most definitely the place for you!

The Customer Engagement team is where our customers begin their retirement planning journey. Here your job will be to speak to customers who have expressed an interest in Equity Release or Estate Planning, with a view to booking an appointment with an adviser or a member of the estate planning team.

Our Telephone Account Managers offer a complete service to new and existing introducers, taking inbound calls to ensure our proposition is promoted effectively. The team is proactive, making outbound calls to customers, qualifying referrals and booking appointments for Advisers as well as responding to enquiries from customers and introducers.

Our Customer Service Agents support our customers after they have taken out Equity Release through More2Life, our lending arm of the business. This is an inbound and outbound calling role with an element of back office, replying to emails and website enquiries.

Our Broker Support Team offer support and guidance to our Financial Advisers during the process of assisting homeowners with their later life lending. This is a customer service role covering both telephony work and email correspondence. This team is responsible for the provision of support to our business customers and internal telephone account manager and operations areas.

Keywords: Sales Agent | Account Manager | Customer Engagement Agent | Broker Support | Sales Career | Customer Service | CRM | Financial Services | Telephony | Email | IT Literate | CRM | Administration | Client Relationship | Customer Success | Customer Support | Sales


23 days annual leave, increasing with length of service (+ Bank Holidays) Health care plan EAP Life assurance Career progression and development.

Additional Information

Bonus Scheme (OTE GBP21k-28k, depending on the role). Full time, permanent position. Hours of work (dependent on role). Based out of head offices in Fulwood, Preston (PR2).

Essential Skills

Ambitious - Career focused and a track record of achievement, taking pride in what you do
Supportive - Relationships are important, helpfulness and approachability are key
Personal - Going above and beyond to deliver exceptional service, demonstrating real empathy and valuing the personal touch
Integrity - Honest, true and transparent, delivering what you promise and doing the right thing
Responsive - Whatever the challenge you'll deliver the right result, looking for the next way to help, looking ahead and responding quickly
Expert - Strong IT skills, comfortable learning a new CRM system
Highly motivated and co-operative; able to work well individually and also as part of a team
Driven by customer service and going the extra mile to deliver exemplary service
Professional, positive and prompt in the handling of all enquiriesDesirable Skills

A track record of exceeding targets, achieving and above average performance
Customer services experience via online, telephone or face-face
Financial services or similar regulated working environment About Company

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, Key Partnerships, more2life, The Equity Release Experts and Air Group

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