# Conversions Agent

**Company:** [Start Stream (PTY) Ltd](http://jobs.workable.com/companies/c7GiB9ZN5oL9VC2uExv2Mb.md)
**Location:** Cape Town, South Africa
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/c12209f1-e502-456b-85c4-27c6f54c2d1e)

## Description

xceptional, 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

**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.

## Benefits

Basic salary + uncapped commission

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