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Onboarding Agent
1 month ago
**Job Category | Trading | Retention Specialists | Forex | Crypto | Investments**
**Estimated Intake Date: Conversions or Onboarding roles | Customer Success Manager or Retentions Roles are ongoing.**
Hey there, looking for a challenging new opportunity? Our client, a leading commission-free online investment platform regulated by the FSCA, is seeking top-notch Conversion and Retention Agents to join their team This is a great chance to work with a company committed to transparency, safety, and providing an exceptional array of investment assets all in one secure platform. Plus, they offer a competitive salary of **R20,000 basic + Benefits - medical aid, group risk, and a funeral plan.**
Probation Period - 6 months (Benefits listed above activate after 3 months)
This position is located onsite in Cape Town CBD. As the Salesperson, you’ll work on and convert potential qualified leads to investing clients generated from the Business Intelligence team. You’ll need to achieve daily/weekly/monthly sales calls and targets consistently, and will also need to have a strong mathematics background, the ability to think on your feet, and the ability to cold call prospective clients.
Minimum requirements include a **Grade 12 qualification**, 3+ years of Trading/Retention experience within the Trading/Forex/Crypto space, and ideally a Diploma or Degree in Finance or Economics. An RE 5 certification is highly beneficial.