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Job Summary
Key Responsibilities
● Respond to every new sign-up within 5 minutes and guide clients through KYC completion, First-Time Deposit (FTD), and First-Time Trade (FTT) activation.
● Follow up on incomplete KYC, abandoned deposits, and failed transactions with personalized, compliant support.
● Deliver hands-on onboarding and platform guidance (no financial advice) using pre-approved scripts and materials.
● Provide white-glove service to high-value clients (deposit potential > ZAR 50,000).
● Execute outbound prospecting, dormant account reactivation, cross-selling across our four brokerages, and referral generation.
● Maintain 80–120 daily contacts (calls, WhatsApp, email, LinkedIn) while logging every interaction in real time in the CRM.
● Identify educational content gaps and submit ideas to support marketing campaigns.
● Attend daily huddles, weekly training, and one-on-one coaching sessions.
What We’re Looking For
● Minimum 1–2 years of sales experience (financial services, forex, or call-centre experience is a strong advantage).
● Excellent communication skills in English (additional South African languages are a plus).
● Strong understanding of FSCA regulations and Treating Customers Fairly (TCF) principles.
● Proven ability to work with CRM systems, WhatsApp Business API, and VoIP diallers.
● Highly organised, target-driven, and comfortable working in a fast-paced, metrics-focused environment.
● Passion for forex trading and helping clients succeed (without ever giving advice).
Office based in Century City, Cape Town
Neo Brokers (Pty) Ltd
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