Sales & Retention Agent (Spanish & Portuguese-Speaking)

• Being responsible for the ongoing sales and retention and servicing of clients, as well as for ensuring clients' ongoing trading interest and activity.
• Developing, managing, and maintaining excellent professional relationships with clients, ensuring that clients remain active in trading terms for the longer term.
• Communicating regularly with clients via phone, email and online chat ensuring they receive the highest level of service and support.
• Assisting clients with enquiries that they may have on technical and onboarding matters and following up as necessary, ensuring therefore the highest levels of client satisfaction.
• Adhering to the Company's targets with respect to the achievement of clients' deposits and trading activity by exercising commercial skill and competence whilst also complying with the Company's compliance standards as set out below.
• Adhering at all times with the Code of Conduct of the Company and the standards set by the Company's Compliance department for all sales and other communication to actual or prospective clients to be fair, clear, not misleading and not aggressive. In particular, ensuring that during sales calls, no investment advice or recommendation, no stage names, no aggressive or false tactics and also no promises, representations or guarantees are given to prospective clients by the Employee.
• Following all the 'Dos and Donts” that the Company may issue from time to time with respect to the Sales and Retention efforts towards prospective and actual clients.
• Keeping up to date with and adhering to key regulatory requirements for investment services and client communications.
• Keeping up to date with political and economic news, market information and trends. Where any such information is provided to clients, this must be purely factual information, the source should be identified to each client and no advice or recommendations to be provided.
• Maintaining detailed knowledge of the Company's products, trading platforms and terms and conditions of trading.
• Assisting in the generation of new business through following up on leads and the identification of new leads and networks of affiliates and business introducers, in line with the pre-approved Company practice.
• Following approved templates with the appropriate disclaimers for any client communication. Any translations should adhere to the same requirement and should be an accurate version of the English templates at all times.
• Providing Management with feedback on prospective and actual client expectations and with ideas for the further growth of the business.
• Undertaking any other related tasks assigned by management.

• Bachelor's degree in Finance, Mathematics, other related field.
• Basic or Advanced Certification from the Cyprus Securities & Exchange Commission will be considered an advantage. Excellent understanding of the financial and capital markets.
• Experience in a similar role will be considered an advantage.
• Excellent knowledge of English, Spanish, and Portuguese, both verbal and written.
• Knowledge of additional languages will be considered an advantage.
• Excellent communication and relationship building skills especially through telephone communication.
• Excellent persuasion and negotiation skills.
• Proven ability to build and develop strong relationships.
• Self- motivated with a 'selling' mindset.
• Dynamic, flexible with strong attention to detail.
• Target-oriented, competitive and success-driven.
• Team player.

• Medical Insurance.
• Provident Fund.
• Remote Work (currently at least 3 days in and 2 remotely).
• Flexibility in start time in the morning.
• Eligible for monthly Commission.

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