Telephone Account Manager

About the role

Key Group is seeking a Telephone Account Manager to join its growing team in Preston. The role involves providing a complete service to both new and existing introducers, handling inbound calls, and generating opportunities for Partnership Account Managers. It offers a clear pathway into broader business development within the financial services sector.

Key responsibilities

• Deliver an excellent inbound, outbound and email service to introducers, networks and affiliate representatives.
• Proactively call introducers to maximise booking opportunities.
• Provide case updates to introducers on referral outcomes via telephone and email.
• Work closely with Partnership Account Managers to maximise sales opportunities.
• Maintain accurate management information for the Sales Manager.
• Ensure record‑keeping complies with GDPR, CRM notes, commission structures and payment terms.
• Achieve agreed service levels, targets and KPIs.
• Promote all elements of the Key Group proposition.

Required profile

• Experience working in an inbound and outbound sales environment.
• Proven track record of achieving sales targets and KPIs.
• Ability to build rapport and develop relationships with introducers and customers.

Required skills