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Jobs at Start Stream (PTY) Ltd (Now Hiring) — 3 open

Start Stream (PTY) Ltd logoStart Stream (PTY) Ltd

Conversions Onboarding Agent

Cape Town, Western Cape, South Africa · On-site

Mid level

JOB SUMMARY: As a pivotal member of our onboarding sales team, the Conversions Sales role is the first and most critical point of contact for our future clients. You will be responsible for converting interested leads in…

Skills: Lead Conversion, Sales Execution, Client Education, Objection Handling, Consultative Sales

Start Stream (PTY) Ltd logoStart Stream (PTY) Ltd

BUSINESS DEVELOPMENT REPRESENTATIVE (SALES)

Cape Town, Western Cape, South Africa · On-site

Mid level

JOB SUMMARY: As a pivotal member of our Sales team, the Business Development Representative (BDR) is the first and most critical point of contact for prospective clients. You will be responsible for converting qualified …

Skills: Lead Conversion, Consultative Selling, Objection Handling, Client Onboarding, CRM Systems

Start Stream (PTY) Ltd logoStart Stream (PTY) Ltd

CRM Specialist/ CRM Manager

Dubai, Dubai, United Arab Emirates · On-site

Mid levelVisa sponsorship

Are you a visionary leader with a passion for driving excellence in the financial world? An international leading FX Broker, is seeking an experienced and strategic CRM Department Manager to lead our team in Dubai! This …

Skills: CRM Strategy, Team Leadership, Data Analytics, Workflow Design, Platform Optimization

Start Stream (PTY) Ltd logo

Conversions Onboarding Agent

Start Stream (PTY) Ltd

Cape Town, Western Cape, South Africa • On-site

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Mid level

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  • Part-time
  • high school
  • Medical Aid, Group Risk Benefit, Gap Cover, On-site Barista And Refreshments, Breakfast, Lunch And Snacks, On-site Parking
  • Posted 1d ago
  • ~40 hrs/week

Responsibilities

Convert inbound leads into active trading clients by guiding them through the onboarding process and securing first-time deposits. Educate clients on trading platforms and CFD products while ensuring compliance with KYC and risk management procedures.

Requirements

Requires a minimum of 2 years of experience in a high-performance outbound sales call center environment. Candidates should have strong closing abilities and a preference for experience in financial services or online trading platforms.

Full job description

JOB SUMMARY

As a pivotal member of our onboarding sales team, the Conversions Sales role is the first and most critical point of contact for our future clients. You will be responsible for converting interested leads into actively trading clients by providing an exceptional, educational, and seamless onboarding journey.

This role combines salesmanship with client education and relationship building, requiring a proactive, target-driven individual passionate about finance and client success in a fast-paced trading environment.

Key Duties and Responsibilities, including but not limited to:

Lead Conversion & Sales Execution

  • Contact and qualify inbound leads, establishing rapport and assessing eligibility for trading.
  • Guide potential clients through the end-to-end onboarding process, from registration to securing their First Time Deposit (FTD).
  • Meet and exceed daily, weekly, and monthly FTD targets through persuasive communication and effective negotiation.
  • Utilize the dialer system to achieve required call volume and talk time metrics.

Client Education & Onboarding

  • Act as a product expert, educating clients on our trading platform, CFD products, and the advantages of trading with us.
  • Clearly explain account setup, verification, and funding processes, mitigating client concerns and perceived risks.
  • Ensure a successful handover to the Account Management team by capturing client goals and providing a clear profile.

Client Relationship & Problem Solving

  • Build trust through empathetic and professional communication, actively listening to client needs.
  • Proactively address client questions, concerns, and technical issues during onboarding, escalating complex problems when necessary.
  • Gather and relay client feedback to internal teams to continuously improve the onboarding experience.

Compliance, Risk & Administration

  • Adhere strictly to company compliance, risk management, and KYC (Know Your Customer) procedures during client qualification.
  • Maintain impeccable and accurate records of all client interactions and onboarding documentation in the CRM.
  • Prepare regular reports on onboarding metrics, conversion rates, and challenges.

QUALIFICATIONS AND SKILLS

  • Matric or equivalent qualification.
  • Minimum of 2 years' proven experience in a high-performance sales/ outbound sales call centre environment.
  • Proven experience with online trading platforms, CFDs, or the financial services industry would be advantageous.
  • Experience using sales dialer software and specific trading/platform CRM systems would be advantageous.
  • Exceptional communication and interpersonal skills, with a proven ability to build rapport quickly.
  • Strong closing ability, objection handling and experience in consultative sales or conversion-focused roles.
  • Results-driven with a demonstrable history of meeting and exceeding sales targets.
  • Excellent problem-solving skills and resilience in a fast-paced, target-driven environment.
  • Ability to work shifts covering a 24/5, including weekdays (Monday – Friday), weekends, and Public Holidays, as business requires.
  • High level of computer literacy and familiarity with CRM systems.
  • Meticulous attention to detail and strong organizational skills for accurate reporting.
  • Proven understanding of financial markets, risk management principles, or KYC procedures is preferrable.

Benefits

Medical Aid with Discovery (100% contribution)

Group Risk Benefit ( 100% contribution)

Gap Cover (100% contribution)

On-site barista and refreshments

Breakfast, lunch and snacks

On-site parking

Related keywords

CFDsOnline Trading PlatformsKYCCRMSales DialerFinancial MarketsRisk ManagementLead QualificationFirst Time DepositOnboardingConsultative SalesOutbound Sales

About Start Stream (PTY) Ltd

LinkedInVisit site
Industry
Financial Services
Company size
201-500 employees
View all jobs at Start Stream (PTY) Ltd

About Start Stream (PTY) Ltd

LinkedInVisit site
Industry
Financial Services
Company size
201-500 employees
View all jobs at Start Stream (PTY) Ltd

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