Our client is an Australian online financial trading Company that specialises in foreign exchange (Forex) and contract for difference (CFD) trading. They are now looking for a CFD Sales to join their team.
Key Responsibilities:
– Support leads to complete their application and convert them into Sales
– Manage and maintain direct personal contact with an existing portfolio of Clients
– Seek opportunities for up and cross-selling.
– Respond promptly to client requests in relation to Sales, pricing, and customer relations
– Monitor market trends and opportunities
– Contact both cold and warm leads and build rapport with prospective clients.
– Conduct thorough needs analysis using a range of questioning techniques and active listening to identify sales opportunities
– Utilize CRM systems and other tools to track sales activities, maintain accurate client records, and identify areas for improvement.
Qualifications and Requirements:
– RG-146 Foreign Exchange and Derivatives (General Advice) desirable;
– Experience working as a CFD Sales or similar role in the finance industry. Minimum 6 months experience.
– An established network of HNW clients
– Strong understanding of investment products, asset classes, and financial markets.
– Excellent communication and presentation skills, with the ability to articulate complex investment concepts in a clear and compelling manner.
– Exceptional negotiation, networking, and relationship-building abilities.
– Proficiency in using CRM software and other sales tools.
– Self-motivated, results-oriented, and able to work independently as well as in a team environment.
– Ability to adapt to a dynamic and fast-paced work environment.
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