Onboarding & Education Sales Specialist (Trading)

Complyxpert (PTY) Ltd; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

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

Job summary

A dynamic trading company seeks a Conversions Sales professional in Cape Town to drive lead conversion and client onboarding. You will provide exceptional client education, ensuring a seamless process from qualification to securing first-time deposits. Ideal candidates should have a strong sales background, be results-driven with exceptional communication skills, and have a keen understanding of financial markets. Benefits include extensive medical coverage and an engaging work environment.

Qualifications

• Minimum of 2 years' experience in a sales/outbound call center environment.
• Proven experience with online trading platforms, CFDs, or financial services.
• Ability to work shifts covering a 24/5 schedule.

Responsibilities

• Contact and qualify inbound leads to assess eligibility.
• Guide clients through the onboarding process for first-time deposits.
• Build trust through professional communication and problem-solving.

Skills

Sales expertise

Communication skills

Client relationship building

Problem-solving

Attention to detail

Knowledge of financial markets

Education

Matric or equivalent qualification

Tools

Sales dialer software

CRM systems

Job description

A dynamic trading company seeks a Conversions Sales professional in Cape Town to drive lead conversion and client onboarding. You will provide exceptional client education, ensuring a seamless process from qualification to securing first-time deposits. Ideal candidates should have a strong sales background, be results-driven with exceptional communication skills, and have a keen understanding of financial markets. Benefits include extensive medical coverage and an engaging work environment.