Onboarding Sales Agent

Complyxpert (PTY) Ltd; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading CFD trading company is seeking a Sales Development Representative to identify and convert potential clients into active traders. The ideal candidate has a Matric qualification, over 2 years of sales experience, and strong communication skills. This role offers competitive benefits, including medical aid and on-site refreshments.

Benefits

Medical Aid with Discovery (100% contribution)

Gap Cover with Turnberry (100% contribution)

Group Risk Benefits (100% contribution)

Breakfast, lunch and snack

On-site barista

On-site parking

Refreshments

Qualifications

• Matric or equivalent.
• 2 years + proven experience in a high performing sale, finance, or call centre environment.
• 1-year online trading experience will be advantageous.
• RE5 and Class of Business (Investments & Short / Long Term Deposits) to be obtained within first 3 months.

Responsibilities

• Identify, engage, and convert potential clients into active traders.
• Reach out to warm leads and assist clients through registration and funding.
• Build relationships with clients to enhance customer satisfaction.

Job description

Overview

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.

Responsibilities

• 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.

Qualifications and Skills

• Matric or equivalent.


• 2 years + proven experience in a high performing sale, finance, or call centre environment.


• 1-year online trading experience with be advantageous.


• RE5 and Class of Business (Investments & Short / Long Term Deposits) will be advantageous (would need to be obtained within first 3 months of employment).


• Strong interpersonal and communication skills with the ability to build rapport and trust with customers.


• Persuasive and adept at negotiating techniques.


• Effective listening skills.


• Results orientated, driven and able to consistently meet and exceed targets.


• Excellent problem-solving skills and business critical thinking abilities.


• Risk Mitigation.


• Time Management.


• Knowledge of trading platforms, sales tracking and CRM software.


• Ability to work in a fast-paced high performing team and environment.


• Ability to adapt to a dynamic growing environment.


• Ability to demonstrate resilience


• Accurate reporting and attention to detail.


• Strong organizational skills and attention to detail.

Benefits

• Medical Aid with Discovery (100% contribution)


• Gap Cover with Turnberry (100% contribution)


• Group Risk Benefits (100% contribution)


• Breakfast, lunch and snack


• On - site barista


• On - site parking


• Refreshments