Back to job board
O'Brien Recruitment

Retention Agent

O'Brien Recruitment

15th December 2020

Cape Town, South Africa

5 to 6 years

R12000 - R15000

Basic + Commission


Full Time


  • Client Acquisition
  • Client Retention
  • Compliance
  • Relationship Management
  • Retention
  • Sales
  • Trading


  • Sales
  • Trade

Job Description

We are looking for outstanding Retention Agents with a proven sales track record. Some knowledge or experience in a Trading environment would be ideal. 


  • Matric/Grade 12
  • 5 years of previous sales experience
  • Proven track record in a commission-based environment
  • MS Office and Google


  • Managing ongoing client relationships and portfolios
  • Keep abreast with market information, and ensure all clients are informed of this information
  • Provide training to clients on the use of the Company platform and deposit process
  • Help maintain high levels of client acquisition, retention and reactivation
  • Ensure responsible trading and compliance with all regulations and company policies
  • Minimize chargebacks and withdrawals through ensuring compliance
  • Successfully present products by utilizing effective sales and persuasion skills in addition to solid product knowledge.
  • Collaborate with sales managers to upsell
  • Inform management of client risks
  • Working towards and achieving set sales targets given by management
  • Working professionally with retention related departments
  • Ensure clients have Real account balances in the market
  • Obtaining KYC documentation for Clients
  • Complete special projects, and miscellaneous duties as prescribed by Management