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Conversion agent

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Onsite

Conversion agent

Eminence Consultancy Service

Conversion agent

Skills

Compliance

9 days ago

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Important information


Contract type:

Permanent

Location:

Western Cape, South Africa

Work mode:

Onsite

Published on:

12 October 2026

What they need


We are looking to recruit a Conversion agent to join our team in Cape Town, South Africa.

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:

  • 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

  • Ability to work flexible hours

  • Knowledge of forex, CFD trading and the markets is desirable

  • Passion for phone sales is a must

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