Conversions Onboarding Agent

JOB SUMMARY:

As a pivotal member of our onboarding sales team, the Conversions Sales role is the first and most critical point of contact for our future clients. You will be responsible for converting interested leads into actively trading clients by providing an exceptional, 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

QUALIFICATIONS AND SKILLS:

• Matric or equivalent qualification.
• Minimum of 2 years' proven experience in a high-performance sales/ outbound sales call centre environment.
• Proven experience with online trading platforms, CFDs, or the financial services industry would be advantageous.
• Experience using sales dialer software and specific trading/platform CRM systems would be advantageous.
• Exceptional communication and interpersonal skills, with a proven ability to build rapport quickly.
• Strong closing ability, objection handling and experience in consultative sales or conversion-focused roles.
• Results-driven with a demonstrable history of meeting and exceeding sales targets.
• Excellent problem-solving skills and resilience in a fast-paced, target-driven environment.
• Ability to work shifts covering a 24/5, including weekdays (Monday – Friday), weekends, and Public Holidays, as business requires.
• High level of computer literacy and familiarity with CRM systems.
• Meticulous attention to detail and strong organizational skills for accurate reporting.
• Proven understanding of financial markets, risk management principles, or KYC procedures is preferrable.

Benefits

Benefits

Medical Aid with Discovery (100% contribution)

Group Risk Benefit ( 100% contribution)

Gap Cover (100% contribution)

On-site barista and refreshments

Breakfast, lunch and snacks

On-site parking