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Customer Service Agent

Preston, Lancashire
£23,000 to £29,000
Job Type
2 Sep 2022

We have a fantastic opportunity for a Customer Service Agent to join our friendly, professional team in Preston.

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.

The beginning of the Equity Release journey starts in our customer engagement team where customers have the opportunity to discuss products available to them and book an appointment with an independent financial adviser.

We are very fortunate that we have thousands of customers ready to engage with us online and over the telephone.

Our Customer Service Agents offer a complete service to new and existing customers, 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.

Role and Responsibilities:

  • Establish relationships with customers through inbound and outbound calls
  • Establish customer need and qualify opportunities
  • Discuss services available and turn opportunities into appointments with advisers

If you are successful then we will offer you a starting place on our comprehensive, two-week induction programme starting every month.

Our Customer Service Agents work the following hours: 9am - 5:30pm (Monday to Friday) with one late shift per week - 11:30am - 8pm, one Saturday per month - 9am - 5pm, with day in lieu the following Friday.

We welcome applications for this Customer Service Agent role from candidates with experience in the following areas: Appointment Booker, Customer Service, Customer Service Advisor, Fact Find, Telesales, Financial Services.

  • Basic salary of £23k plus uncapped bonuses with average OTE of £29k
  • Comprehensive training and induction
  • Access to professional development and qualifications, e.g. CeMAP & CeRER
  • Employee recognition scheme
  • 23 days holidays plus bank holidays
  • Pension scheme
  • Simply Health scheme
  • Life Assurance
  • Charity social events
Essential Skills

Desired Skills:

  • Customer services experience via online, telephone, or face-to-face
  • Financial services or similar regulated working environment
  • A track record of exceeding targets, achieving an above average performance would be an advantage
Desirable Skills

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.

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

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.

Please visit our website for further information.

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  • Job Reference: 702714194-2
  • Date Posted: 2 September 2022
  • Recruiter: Key Group
    Key Group
  • Location: Preston, Lancashire
  • Salary: £23,000 to £29,000
  • Sector: Call Centre / Customer Service
  • Job Type: Permanent