Conversions Agent

xceptional, educational, and seamless onboarding journey.

This role combines salesmanship with client education and relationship building, requiring a proactive, target-driven individual passionate about finance and client success in a fast-paced trading environment.

Key Duties and Responsibilities, including but not limited to:

Lead Conversion & Sales Execution

• Contact and qualify inbound leads, establishing rapport and assessing eligibility for trading.
• Guide potential clients through the end-to-end onboarding process, from registration to securing their First Time Deposit (FTD).
• Meet and exceed daily, weekly, and monthly FTD targets through persuasive communication and effective negotiation.
• Utilize the dialer system to achieve required call volume and talk time metrics.

Client Education & Onboarding

• Act as a product expert, educating clients on our trading platform, CFD products, and the advantages of trading with us.
• Clearly explain account setup, verification, and funding processes, mitigating client concerns and perceived risks.
• Ensure a successful handover to the Account Management team by capturing client goals and providing a clear profile.

Client Relationship & Problem Solving

• Build trust through empathetic and professional communication, actively listening to client needs.
• Proactively address client questions, concerns, and technical issues during onboarding, escalating complex problems when necessary.
• Gather and relay client feedback to internal teams to continuously improve the onboarding experience.

Compliance, Risk & Administration

• Adhere strictly to company compliance, risk management, and KYC (Know Your Customer) procedures during client qualification.
• Maintain impeccable and accurate records of all client interactions and onboarding documentation in the CRM.
• Prepare regular reports on onboarding metrics, conversion rates, and challenges.

Requirements

Key Duties and Responsibilities, including but not limited to:

Lead Conversion & Sales Execution

• Contact and qualify inbound leads, establishing rapport and assessing eligibility for trading.
• Guide potential clients through the end-to-end onboarding process, from registration to securing their First Time Deposit (FTD).
• Meet and exceed daily, weekly, and monthly FTD targets through persuasive communication and effective negotiation.
• Utilize the dialer system to achieve required call volume and talk time metrics.

Client Education & Onboarding

• Act as a product expert, educating clients on our trading platform, CFD products, and the advantages of trading with us.
• Clearly explain account setup, verification, and funding processes, mitigating client concerns and perceived risks.
• Ensure a successful handover to the Account Management team by capturing client goals and providing a clear profile.

Client Relationship & Problem Solving

• Build trust through empathetic and professional communication, actively listening to client needs.
• Proactively address client questions, concerns, and technical issues during onboarding, escalating complex problems when necessary.
• Gather and relay client feedback to internal teams to continuously improve the onboarding experience.

Compliance, Risk & Administration

• Adhere strictly to company compliance, risk management, and KYC (Know Your Customer) procedures during client qualification.
• Maintain impeccable and accurate records of all client interactions and onboarding documentation in the CRM.
• Prepare regular reports on onboarding metrics, conversion rates, and challenges.

Benefits

Basic salary + uncapped commission

Medical Aid with Discovery (100% contribution)

Group Risk Benefit ( 100% contribution)

Gap Cover (100% contribution)

Breakfast, lunch and snacks

On-site parking

On-site barista and refreshments