Financial Markets Sales Consultant

Role
Financial Markets Sales Consultant

Location
Century City

Industry
Investment


Our client is a fast-growing fintech company delivering innovative financial solutions in a dynamic and technology-driven environment. With offices across multiple countries, we rely on reliable communication systems and efficient IT operations to support our business growth.
 
Our client is seeking a driven and customer-focused individual to promote financial products, convert prospective clients, and deliver exceptional customer service. This role is ideal for someone who thrives in a fast-paced environment, has a passion for telephony services/sales and has an interest in the financial markets, forex, and CFD trading.


Key Responsibilities

  • Promote company’s financial products and services

  • Perform outbound calls to prospective clients with demo and live trading applications

  • Ensure clients always receive the highest level of service

  • 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

Requirements

  • RE5 Certification (advantageous)

  • Minimum of 1 year of experience in Conversion or Sales position in a related field

  • Fluent in English in written and verbal communication

  • Eligible to work in South Africa

  • Proficiency with MS Office

  • 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 and thrive in a high-pressure and fast-paced environment

  • Positive attitude, flexible nature

  • Ability to work flexible hours

  • Knowledge of forex, CFD trading and the markets is desirable

Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.

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