Bilingual Sales and Retention Specialist
2 mesi fa
A leading entity in the realm of global financial services and innovative multi-channel trading software systems is seeking a talented individual to enhance their sales and retention efforts. This role is integral to the growth of the organization and offers an opportunity to thrive in a dynamic environment.
Position Summary
The successful candidate will be responsible for driving new business opportunities and fostering long-term client relationships. The ideal applicant will possess a minimum of one year of relevant experience and demonstrate high proficiency in both Spanish and English.
Main Responsibilities
- Identify and pursue new business opportunities by following up on leads and establishing networks of affiliates.
- Convert potential leads into active clients by facilitating the deposit of funds and initiating trading activities.
- Build and maintain strong, lasting relationships with clients to ensure their ongoing satisfaction and loyalty.
- Meet and exceed the company’s targets for daily and weekly sales calls and client conversions.
- Collaborate closely with the Retention team to ensure effective onboarding of new clients and support their long-term retention.
- Comply with the company’s Code of Conduct and adhere to standards set by the Compliance department for all communications with clients.
- Stay informed about key regulatory requirements related to investment services and client interactions.
- Provide exceptional service to clients through regular communication via phone, email, and online chat.
- Assist clients with inquiries regarding technical and onboarding matters, ensuring a high level of client satisfaction.
- Maintain comprehensive knowledge of the company’s products, trading platforms, and business terms, while providing feedback to management on client expectations and suggestions for business growth.
Candidate Profile
- Degree in Finance, Mathematics, or a related field.
- At least one year of experience in a similar role.
- Fluency in both English and Spanish is essential.
- Additional language skills are a plus.
- Strong understanding of the regulatory framework governing financial markets and investment firms.
- Proficient in using various computer systems.
- Excellent communication and persuasive skills, particularly over the phone.
- Demonstrated ability to cultivate and develop robust relationships, with a self-motivated, target-driven, and collaborative mindset.
- This position requires evening shift availability.
We appreciate your interest in this opportunity. Only shortlisted candidates will be contacted.
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