Conversion Agent - Spanish Market

INFINOX LIMITEDLisbon, LisbonOn-siteFull-timeMid level, 2–5 yearsListed 4 days ago

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About this role

About Us

We are a global online CFD brokerage that offers clients the opportunity to trade the financial markets with industry-leading technology and a premium Customer Support. Our global presence means that we have offices in over 15 countries and are regulated in multiple jurisdictions. We are an award-winning firm driven by our culture of Integrity, Ambition, Inspiration and Excellence. We strive to compete in an ever evolving and challenging environment whilst ensuring our clients are valued and serviced at the center of our business.

Role Overview

We are seeking a   Conversion Agent . This role primarily focuses on servicing new   Retail Clients   by managing client lifecycle—from onboarding to First Time Deposit. Collaboration with internal stakeholders across   Customer support, Trading Operations, Payments   is essential for success in this role.

Key Responsibilities

- Assist new Clients with first deposit   and guide through the platform.

- Nurture   client relationship though multi-channel   communication.

- Implement   effective strategies   to increase client conversion.

- Assist Client   with payment methods, queries and requests.

- Create   reliable first impression   with Retail clients.

- Upsell relevant products   based on client behavior and preferences.

- Provide educational support   to enhance clients’ Forex trading skills.

- Maintain   accurate records in CRM   system.

- Ensure all   interactions comply
with regulatory   and internal standards.

- Deliver a   premium service   to ensure client satisfaction.

Key Performance Indicators (KPIs)

- Consistently   meet/exceed KPIs.

- Uphold   high standards of professional conduct   in all client interactions.

- Complete assigned tasks within the required time frame and at a high standard.

- Foster   strong working relationships   with   internal stakeholders.

- Cultivate   trust and rapport   with clients to enhance long-term relationship.

Essential Skills & Experience

- Fluency in Spanish;   English language is essential.

- Experience in   Sales and/or Client Support   roles minimum 6 month.

- Strong understanding of   FX & CFD products.

- Self-motivated and target driven .

- Excellent   communication and interpersonal abilities .

- Experience Proficiency in   CRM system .

- Ability to   adapt to change quickly and effectively .

Soft Skills

- Strong   team player   with a sense of   individual responsibility .

- Problem-solving mindset with a   proactive approach .

- Effective   collaborator   across departments.

- Eager to   learn and absorb new information .

- Client-oriented   with a commitment to build long term relationship.

Additional Information

- Ability to work   onsite   from   13:00 - 22:00 , from Monday to Friday.

- Opportunity to   attend industry events   and network with clients.

- International team   and dynamic work environment.

Benefits

- Private   Medical Insurance.

- 5 additional paid   sick leave   days.

- Birthday Leave   to celebrate your special day.

- Permanent   Employment Contract.