CareerPlan

Sales Executive

Sydney, New South WalesFull-time2026-09-19 → 2026-11-11
Hybrid

Core

Convert qualified leads into active trading accounts and identify high-value clients for a premium client management team in a fintech CFD trading firm.

Role type

Sales Executive (B2C Financial Services)

Builds

New live trading accounts and premium client relationships

Domain

Fintech / CFD Trading / Retail Investing

Required skills

sales target achievement, relationship building, client needs analysis, financial market knowledge, product introduction, sales conversion

Preferred skills

trading platform experience, financial services background

Responsibilities

Connect with warm-to-hot leads, understand investment needs, convert opportunities into active clients, work towards sales and conversion targets, collaborate with marketing and client management teams

Seniority

Mid-level, individual contributor