Customer Engagement Agent

Enaturchile; Preston; On-site; GBP 20,000 - 25,000; Full time

Job summary

A financial services company in Preston is seeking a Customer Engagement Agent. This entry-level, full-time role involves engaging with customers through calls, discussing available products, and booking appointments with advisers. Ideal candidates will have excellent communication skills and prior experience in a regulated environment. The position requires flexible working hours, including some weekends.

Qualifications

• Strong communication skills for customer engagement.
• Willingness to work flexible hours and weekends.

Responsibilities

• Engage positively with customers through calls.
• Establish customer needs and qualify opportunities.
• Discuss available services and book appointments.
• Ensure compliance with call quality metrics.

Skills

Excellent direct customer engagement via telephone

Financial services or similar regulated working environment

Experience and ability to handle complex queries

Track record of exceeding targets

Job description

Job Title

Customer Engagement Agent at EnaturChile

Overview

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.

Role and Responsibilities

• Positive engagement with customers through inbound and outbound calls.
• Establish customer need and qualify opportunities
• Discuss services available and progress into appointments with Advisers.
• Remain compliant and ensuring call quality metrics are achieved

Desired Skills

• Excellent direct customer engagement via telephone.
• Financial services or similar regulated working environment
• Experience and ability to handle complex queries
• A track record of exceeding targets, achieving and above average performance would be an advantage

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

Working Hours

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.

Seniority level

Entry level

Employment type

Full-time

Job function

Customer Service

Industry

Administrative and Support Services