Customer Engagement Agent

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 to 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 CET 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 in response to customer enquiries, qualifying referrals and booking appointments for Advisers as well as responding to enquiries from customers.Role and Responsibilities:Positive engagement with customers through inbound and outbound calls.Establish customer need and qualify opportunitiesDiscuss services available and progress into appointments with Advisers.Remaining compliant and ensuring call quality metrics are achievedDesired Skills:Excellent direct customer engagement via telephone. Financial services or similar regulated working environment Experience and ability to handle complex queriesA track record of exceeding targets, achieving and above average performance would be an advantageMost of all we look for people who display and ..... full job details .....