Conversion Agent-RE5
About the role
We are looking to add a Finance Sales agent who has experience in
the markets (forex trading, stocks and commodities) to join our dynamic team
Duties and Responsibilities:
Promote company’s financial products and services
Perform outbound calls to prospective clients with demo and live trading applications
Ensure clients receive the highest level of service at all times
Consistent follow up with clients via phone calls or emails through the client activation process
Assist clients with inquiries on the trading platforms, products, onboarding and funding procedures
Participate in the company’s marketing activities and promotional campaigns for customer acquisition and conversion
Stay informed about the financial markets in order to spot trends, look for new opportunities and establish credibility with our clients by understanding their requirements
Assist Compliance with the processing of Know-Your-Client documentation
Qualifications/Requirements:
Fluency in English language both oral communication and writer is a must,
other languages will be considered as a plus
Minimum of 1 year of experience in Conversion or Sales position in a related field.
MUST HAVE RE5 Certification
Proficiency in the use of MS Office
Proven track record in a sales environment
Ability to grasp complex concepts quickly, and able to identify key messaging for different audiences Independent, self-directed and not afraid to make decisions to develop, execute and deliver on an assigned strategy
Ability to work in a high-pressure and fast-moving environment
Positive attitude, flexible nature, a person who would thrive in a fast-paced,
constantly changing environment
Knowledge of forex, CFD trading and the markets is desirable Passion for
phone sales is a mustApplication Question(s):
Do you have a minimum of 1 year of experience in Conversion or Sales
position in a related field ?
Do you have knowledge of forex, CFD trading and the markets ?
Do you have RE5 certification?
Work Location: Century City, Cape Town
Application Question(s):
Do you have experience in the finance markets?
Do you have your RE5 Certification?
Work Location: In person
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