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Conversion Agent

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Onsite

Conversion Agent

Eminence Consultancy

Conversion Agent

Skills

Compliance

11 days ago

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Important information


Contract type:

Permanent

Location:

Plettenberg Bay, South Africa

Work mode:

Onsite

Published on:

12 October 2026

What they need


We are looking to add a Conversion agent who has experience in the markets (forex trading, stocks and commodities)

Duties and Responsibilities:

  • Promote company’s financial products and services
  • Perform outbound calls to prospective clients with demo and live trading applications
  • Ensure clients receive the highest level of service at all times
  • Consistent follow up with clients via phone calls or emails through the client activation process
  • Assist clients with inquiries on the trading platforms, products, onboarding and funding procedures
  • Participate in the company’s marketing activities and promotional campaigns for customer acquisition and conversion
  • Stay informed about the financial markets in order to spot trends, look for new opportunities and establish credibility with our clients by understanding their requirements
  • Assist Compliance with the processing of Know-Your-Client documentation

Qualifications/Requirements:

  • Fluency in English language both oral communication and writer is a must, other languages will be considered as a plus
  • RE5 Certification
  • Minimum of 1 year of experience in Conversion or Sales position in a related field.
  • Proficiency in the use of MS Office
  • Proven track record in a sales environment
  • Ability to grasp complex concepts quickly, and able to identify key messaging for different audiences Independent, self-directed and not afraid to make decisions to develop, execute and deliver on an assigned strategy
  • Ability to work in a high-pressure and fast-moving environment
  • Positive attitude, flexible nature, a person who would thrive in a fast-paced, constantly changing environment
  • Knowledge of forex, CFD trading and the markets is desirable Passion for phone

Application Question(s):

  • Do you have knowledge of forex, CFD trading and the markets ?
  • Do you have a minimum of 1 year of experience in Conversion or Sales position in a related field ?

Work Location: In person

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