Sales Development Representative (SDR)

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.
• 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.
• Ability to work shifts covering a 24/5 schedule (Mon-Fri, weekends, public holidays).
• High level of computer literacy and familiarity with CRM systems.
• Proven understanding of financial markets, risk management principles, or KYC procedures is preferable.

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.
• Utilize the dialer system to achieve required call volume and talk time metrics.
• Act as a product expert, educating clients on our trading platform, CFD products, and the advantages of trading with us.
• 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.
• 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.
• Adhere strictly to company compliance, risk management, and KYC 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.

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

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 preferable

Benefits

• 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