Campaign Account Manager in Preston

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.

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.

An exciting opportunity has arisen to join our AIR Group team as a Campaign Account Manager. This role is designed to help build relationships with our financial advisors whilst supporting our Telephone Account managers. The aim of the role is to keep all our advisors engaged and informed on all of our business events, interest rates and product offerings. This role would suit someone highly motivated and target driven with a strong drive to succeed within a sales environment.

Main role & responsibilities

• To demonstrate and continuously embed the company values in every aspect of the role.

• To pro-actively make a minimum of 60 outbound calls per day to advisers listed within the campaign.

• To manage time effectively and create a structured diary approach for call backs in order to capitalise on every opportunity.

• To record every call accurately within CRM in line with current processes

• Create opportunity for follow up calls from the Telephone Account Managers

• To cover inbound calls when necessary for the Advisor Support line.  

• Maintain the company’s record keeping standards in line with compliance and operational requirements. (In relations to; GDPR, CRM notes, commission structure and payments terms).

• Deliver the required service levels in place & targets of the role.

• Achieve agreed business targets and KPIs

Preferred skills & abilities:

• Experience working in an inbound and outbound sales environment.

• Proven track record or achieving sales targets and KPIs

• Ability to empathise and build rapport with customers is essential.

• Excellent communication skills with a consultative approach to sales.

• Ability to perform in a targeted sales environment.

• Good negotiation and influencing skills.

• Enthusiastic with a passion to succeed in a fast paced environment

• Experience working within the financial services sector is advantageous but not essential (full training will be provided).

• Good negotiation and influencing skills.

• Enthusiastic with a passion to succeed in a fast-paced environment

• Experience working within the financial services sector is advantageous but not essential (full training will be provided)

Most of all we look for people who display out values:

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 days based on length of service

• Additional holiday purchase scheme

• 1 charity day

• Tier 1 pension

• Simply Health

• Life Assurance