Onboarding Sales Agent

We are a leading CFD trading company, providing top-tier trading solutions to clients worldwide. Our mission is to empower traders with cutting-edge technology, education, and market access.

As a  Sales Development Representative (SDR) , you will play a crucial role in our sales team by identifying, engaging, and converting potential clients into active traders. You will be the first point of contact for individuals interested in our trading services, providing them with essential information about our platform, trading opportunities, and the advantages of CFD trading.

Your responsibilities will include reaching out to warm leads, educating clients on account setup, and assisting them through the registration and funding process. You will be expected to build strong relationships with clients, address their concerns, and ensure they have a seamless onboarding experience. Additionally, you will collaborate closely with the sales and support teams to enhance conversion rates and maintain a high level of customer satisfaction.

This role is ideal for individuals who are proactive, target-driven, and passionate about financial markets. If you thrive in a fast-paced environment and have strong communication skills, this is a great opportunity to grow within the trading industry.

Requirements

Key Duties and Responsibilities, including but not limited to :

• Customer Communication :  communicate with customers clearly, empathically and professionally in a friendly manner by guiding potential new customers through the company’ onboarding process addressing any questions or concerns they may have with regards to our trading platform by effectively listening and understanding their needs providing appropriate solutions in order to obtain a sign up.
• Customer Onboarding :  authenticate the customer by accurately obtaining their personal information to establish if they are eligible to trade on our platform as per the FSCA guidelines and procedures, setting up accounts by explaining the steps and necessary guidelines to trade on our platform effectively, mitigating all possible risk.
• Customer Success :  to ensure that customers sign up on the first call by securing a FTD (first time deposit) and ensuring that the successful integration of new customers is done by helping customers achieve their desired outcomes from out platform focusing on customer success which will foster long-term trading satisfaction and loyalty.
• Product Knowledge :  knowledge of the company’ trading platform which will enable you to demonstrate the value and features of offerings to customers during the onboarding process.
• Collaboration :  collaborate with internal teams to address issues or factors that may impact customers decisions to ensure a cohesive approach to customer retention, maximising on opportunities and the company’ revenue growth.
• Sales Performance :  meet and exceed daily, weekly and monthly first-time deposits (FTD)
• Dialler Activity :  Achieve and maintain daily required total calls and talk time.
• Customer Feedback :  gather accurate feedback from customers to provide a valuable onboarding process by providing a clear and concise report to the success management team to ensure that they can give the best trading opportunities, customer and the company experience to our customers.
• Trading Market Knowledge :  stay up to date with trading trends, platforms, business news and market dynamics and utilize this knowledge to develop onboarding strategies for overall customer satisfaction.
• Problem Solving :  assist customers with any onboarding issues, escalating problems to your team leader where necessary and collaborating with team members to resolve customer concerns promptly.
• Training and Development :  attend inhouse training and development opportunities to help understand our services to fully utilize our platform ensuring that customers utilize the offers and get the most value out of it.
• Risk Management :  follow the company’ process of identifying, evaluating, risk identification, measurement, assessment, governance, best practice, reporting and mitigating business and customer risks.
• Reporting and Analysis :  Maintain and keep accurate records and reports of customer interactions, onboarding documentation, tracking metrics and need analysis by preparing and submitting reports.

QUALIFICATIONS AND SKILLS :

Benefits