FX Sales Retention Agent (m,f) Mandarin
Core
Promote FX and CFD products to prospective and existing clients, drive retention, and convert leads into loyal trading clients.
Role type
Senior IC FX Sales Retention Agent
Builds
FX and CFD trading accounts and client portfolios
Domain
Financial services / Forex and CFD brokerage
Deliverable
client delivery
Required skills
FX & CFD industry experience, Mandarin (native or fluent), sales and negotiation, objection handling, numerical and analytical thinking, CRM proficiency, relationship management, trading platform familiarity
Preferred skills
Experience in retention roles within Forex/CFD brokerage, experience managing client portfolios in sales/retention environments, experience working with international brokerage teams
Technologies
CRM systems, trading platforms
Responsibilities
Promote company's FX and CFD products and services, develop and maintain long-term client relationships, convert high-quality leads into active trading clients, increase upsell and cross-sell opportunities, deliver high-level customer service, stay updated with financial markets and product updates, achieve defined sales and retention targets
Seniority
Mid-level, target-driven IC
