Sales Agent

SUMMARY:
Neo Brokers is a dynamic and innovative company dedicated to providing B2B FinTech solutions to the African continent. We are passionate about using cutting-edge technology to create solutions that drive our industry forward.

We are expanding our sales department across four FSCA-regulated forex brokerages and are looking for driven, compliant Sales Representatives to join our high-performance team in Cape Town.

This is an inbound + outbound role in a modern, tech-enabled environment. You will work with AI-powered automation, a sophisticated CRM, and WhatsApp/VoIP systems to convert marketing leads into active trading clients while also targeting high-value prospects and new business development.

POSITION INFO:

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