Telephone Account Manager - Morgan McKinley - eFinancialCareers : Job Details

Telephone Account Manager We're looking for a confident, customer-focused Telephone Account Manager to join an ambitious, fast-growing challenger in the financial services sector. This is a fantastic opportunity to be part of a company that's shaking up the mortgage market and making a real difference to customers who've too often been told "no". If you're commercially minded, persuasive on the phone, and thrive in a target-driven environment, this role gives you the platform to shine. What you'll be doing:

• Building and nurturing strong, long-lasting broker relationships
• Handling inbound and outbound calls, qualifying leads, and converting them into sales opportunities
• Acting as the first point of contact for brokers - solving problems, answering queries, and guiding them through product options
• Using digital channels to strengthen engagement and spot new opportunities
• Maintaining accurate records in the CRM system and tracking your pipeline
• Collaborating closely with Key Account Managers, underwriting, and processing teams to deliver seamless service
• Ensuring compliance with industry regulations and company policies

• Background in mortgages or financial services (telephone sales, account management, or customer service)
• Strong communication skills with the ability to influence and build rapport quickly
• Commercially savvy, target-driven, and self-motivated with a positive, can-do attitude
• Organised and efficient, able to manage multiple broker interactions
• CRM confident and comfortable with Microsoft Office tools
• Resilient, adaptable, and always looking for ways to improve and grow

• Competitive base salary of £25,000
• 30 days' holiday plus bank holidays
• Health cash plan and employee assistance programme
• Salary sacrifice pension scheme
• Employee Growth Shares - have a stake in the company's success
• Structured career development with quarterly progression planning
• A collaborative, supportive culture with a focus on wellbeing